Civic Intelligence

Katz Foundation

990PF • Fiscal year 2016 • EIN 74-6054042

Nov 01, 2015 to Oct 31, 2016 • Filed on Jan 23, 2017

Organization Profile
PO Box 1438Corpus Christi, TX 78403

(361) 887-8045

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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

11th percentile

-49%

Higher net margin than 11% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

0.0%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$800,645

Down $12,161 (-1.5%) from 2015

Net Assets

Down

$800,645

Down $12,161 (-1.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin11th percentile

Revenue

Up

$24,645

Up $4 (+0.0%) from 2015

Expenses

Down

$36,808

Down $4,417 (-11%) from 2015

Net Income

Up

-$12,163

Up $4,421 (+27%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

2016

Assets$800,645
Liabilities$0
Net Assets$800,645
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

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

2016

Revenue$24,645
Expenses$36,808
Net Income-$12,163
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Signed
Jan 23, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Annette K CottinghamTrustee-$0--
Carol K FishermanTrustee-$0--
Sharon KatzTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Katz Foundation
EIN
74-6054042
Phone
3618878045
Address
PO Box 1438, Corpus Christi, TX 78403

Signing Officer

Name
Annette K Cottingham
Title
Trustee
Signed
2017-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Kdnc LLC
Address
5151 FLYNN PKWY STE 604, CORPUS CHRISTI, TX 78411-4394
Preparer
Gary R Davenport
Phone
3618528223
Raw XML Appendix313 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Annette K Cottingham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Carol K Fisherman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sharon Katz
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 1438
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Corpus Christi
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0784031438
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Randy Berry
IRS990PF/StatementsRegardingActyGrp/PhoneNum03618878045
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written application including proof of exempt status under IRC 501(c)(3)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Katz Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03618878045
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1438
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Corpus Christi
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0784031438
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Organizations exempt under IRC 501(c)(3)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Further the goals of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Further the goals of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Bayit Lepletot Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1American Jewish Joint Distribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01362 E 21 St Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1711 3rd Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Brooklyn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110017
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016439
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010506
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05933
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05894
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011827
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022333
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK & BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02069
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02069
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Tax Exempt Interest
TaxesSchedule/TaxesDetail/Amt0339
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Annette K Cottingham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Katz Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KATZ
ReturnHeader/Filer/EIN0746054042
ReturnHeader/Filer/PhoneNum03618878045
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1438
ReturnHeader/Filer/USAddress/CityNm0Corpus Christi
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KDNC LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05151 FLYNN PKWY STE 604
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORPUS CHRISTI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0784114394
ReturnHeader/PreparerPersonGrp/PhoneNum03618528223
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY R DAVENPORT
ReturnHeader/ReturnTs02017-02-03T12:40:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-11-01
ReturnHeader/TaxPeriodEndDt02016-10-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$800,645
Liabilities
$0
Net assets
$800,645
Revenue
$24,645
Expenses
$36,808
Net income
-$12,163
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