Civic Intelligence

Katz Foundation

990PF • Fiscal year 2011 • EIN 74-6054042

Nov 01, 2010 to Oct 31, 2011 • Filed on Jun 05, 2012

PO Box 143878403
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$855,140

No earlier filing loaded for comparison.

Net Assets

$855,140

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$64,468

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.

$1.0M$500K$0Assets 2011: $855,140Liabilities 2011: $0Net Assets 2011: $855,1402011Assets 2012: $830,672Liabilities 2012: $0Net Assets 2012: $830,6722012Assets 2013: $826,716Liabilities 2013: $0Net Assets 2013: $826,7162013Assets 2014: $829,385Liabilities 2014: $0Net Assets 2014: $829,3852014Assets 2015: $812,806Liabilities 2015: $0Net Assets 2015: $812,8062015Assets 2016: $800,645Liabilities 2016: $0Net Assets 2016: $800,6452016Assets 2017: $785,958Liabilities 2017: $0Net Assets 2017: $785,9582017Assets 2018: $758,737Liabilities 2018: $0Net Assets 2018: $758,7372018Assets 2019: $729,776Liabilities 2019: $3,286Net Assets 2019: $726,4902019Assets 2020: $702,783Liabilities 2020: $0Net Assets 2020: $702,7832020Assets 2021: $683,658Liabilities 2021: $0Net Assets 2021: $683,6582021Assets 2022: $564,246Liabilities 2022: $0Net Assets 2022: $564,2462022Assets 2023: $490,592Liabilities 2023: $0Net Assets 2023: $490,5922023Assets 2024: $59,359Liabilities 2024: $0Net Assets 2024: $59,3592024Assets 2025: $55,666Liabilities 2025: $0Net Assets 2025: $55,6662025

Highlighted filing

2011

Assets$855,140
Liabilities$0
Net Assets$855,140

Operations Trend

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

$500K$0-$500KExpenses 2011: $64,4682011Expenses 2012: $54,3902012Expenses 2013: $35,2402013Revenue 2014: $26,213Expenses 2014: $23,551Net Income 2014: $2,6622014Revenue 2015: $24,641Expenses 2015: $41,225Net Income 2015: -$16,5842015Revenue 2016: $24,645Expenses 2016: $36,808Net Income 2016: -$12,1632016Revenue 2017: $46,545Expenses 2017: $61,232Net Income 2017: -$14,6872017Revenue 2018: $38,085Expenses 2018: $65,306Net Income 2018: -$27,2212018Revenue 2019: $18,519Expenses 2019: $50,766Net Income 2019: -$32,2472019Revenue 2020: $12,259Expenses 2020: $35,966Net Income 2020: -$23,7072020Revenue 2021: $4,829Expenses 2021: $23,954Net Income 2021: -$19,1252021Revenue 2022: -$43,013Expenses 2022: $76,399Net Income 2022: -$119,4122022Revenue 2023: $12,901Expenses 2023: $86,555Net Income 2023: -$73,6542023Revenue 2024: $40,468Expenses 2024: $471,701Net Income 2024: -$431,2332024Revenue 2025: $2,305Expenses 2025: $5,998Net Income 2025: -$3,6932025

Highlighted filing

2011

Revenue-
Expenses$64,468
Net Income-
Jump To
Filing Snapshot
Filing Period
Nov 1, 2010 to Oct 31, 2011
Signed
Jun 5, 2012
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doris KatzTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Sec 501(C)(3) Charitable-New York, NY, US$40,000
Paid Grant-Sec.501(C)(3) Charitable-New York, NY, US$10,000
Paid Grant-Sec.501(C)(3) Charitable-Brooklyn, NY, US$2,000
Paid Grant-Sec.501(C)(3) Medical-New York, NY, US$2,000
Paid Grant-Sec.501(C)(3) Charitable-Brooklyn, NY, US$1,500
Paid Grant-Sec.501(C)(3) Religious-Austin, TX, US$1,000
Paid Grant-Sec.501(C)(3) Religious-College Station, TX, US$1,000
Paid Grant-Sec.501(C)(3) Religious-Houston, TX, US$1,000
Paid Grant-Sec.501(C)(3) Education-Houston, TX, US$500
Paid Grant-Sec.501(C)(3) Charitable-Los Angeles, CA, US$500
Paid Grant-Sec.501(C)(3) Charitable-Washington, DC, US$200
Filing and Contact Details

Filer

EIN
74-6054042
Raw XML Appendix378 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0116405
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26000 ML PFD Capital Trust III
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Doris Katz
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO Box 1438
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Doris Katz
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Sec.501(C)(3) Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Sec.501(C)(3) Charitable
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Sec.501(C)(3) Religious
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Sec.501(C)(3) Religious
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Sec.501(C)(3) Charitable
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9Sec.501(C)(3) Charitable
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10Sec.501(C)(3) Medical
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0American Jewish Joint Distribution
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Hadassah
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Yeshiva of the So Scho Prog
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3World Jewish Congress
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4Texas Hillel Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5Texas AM Hillel Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6Simon Wiesenthal Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7Houston Hillel
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8Disken Orphan Home of Israel
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9Bayit Lepletot Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10American Friends of Magen David Ado
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10711 3rd Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1150 West 58th Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12Box 31495
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO Box 90400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142105 San Antonio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15800 George Bush Dr
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine169760 West Pico Blvd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine171700 Bissonnet
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine184305 18th Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine191362 E 21 St Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110352 7th Avenue 400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0New York
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1New York
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Houston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Washington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Austin
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5College Station
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Los Angeles
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7Houston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8Brooklyn
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9Brooklyn
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10New York
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010017
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110019
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode277035
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode320090
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode478705
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode577840
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode690035
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode777025
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode811218
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode911210
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1010001
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear059700
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear043261
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted043261
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1030529
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2035824
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3044133
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4047972
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5082568
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5082568
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0174897
IRS990PF/UndistributedIncome/ExcessFromCurrentYear016439
IRS990PF/UndistributedIncome/ExcessFromYear1030529
IRS990PF/UndistributedIncome/ExcessFromYear2035824
IRS990PF/UndistributedIncome/ExcessFromYear3044133
IRS990PF/UndistributedIncome/ExcessFromYear4047972
IRS990PF/UndistributedIncome/QualifyingDistributions059700
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus016439
IRS990PF/UndistributedIncome/TotalCorpus0257465
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0241026
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0BROKER FEES
OtherExpensesSchedule/OtherExpenses/Description1BANK SERVICE FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01634
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome175
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01634
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks175
OtherIncreasesSchedule/OtherIncreases/Amount04
OtherIncreasesSchedule/OtherIncreases/Description0Tax Exempt Interest
TaxesSchedule/Taxes/Amount039
TaxesSchedule/Taxes/Amount11070
TaxesSchedule/Taxes/Category0PERSONAL PROPERTY TAXES
TaxesSchedule/Taxes/Category1INCOME TAX
TaxesSchedule/Taxes/NetInvestmentIncome039
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0746054042
ReturnHeader/Filer/Name/BusinessNameLine10Katz Foundation
ReturnHeader/Filer/NameControl0KATZ
ReturnHeader/Filer/Phone03618824371
ReturnHeader/Filer/USAddress/AddressLine10PO Box 1438
ReturnHeader/Filer/USAddress/City0Corpus Christi
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078403
ReturnHeader/Officer/DateSigned02012-06-05
ReturnHeader/Officer/Name0Doris Katz
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KDNC LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105151 FLYNN PKWY STE 604
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CORPUS CHRISTI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0784114394
ReturnHeader/Preparer/Name0GARY R DAVENPORT
ReturnHeader/Preparer/Phone03618528223
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-11-01
ReturnHeader/TaxPeriodEndDate02011-10-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-06-05T12:42:48-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.02$0.06$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.40$4.72$4.31
2023Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.13$0.87$0.74
2022Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.43$0.76$1.19
2021Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.05$0.24$0.19
2020Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.12$0.36$0.24
2019Detailed filing. Detailed filing data is available for this year.$7.30$0.03$7.26$0.19$0.51$0.32
2018Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.38$0.65$0.27
2017Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.47$0.61$0.15
2016Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.25$0.37$0.12
2015Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.25$0.41$0.17
2014Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.26$0.24$0.03
2013Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.35
2012Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.54
2011Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.64