Katz Foundation

990PF • Fiscal year 2019 • EIN 74-6054042

Nov 01, 2018 to Oct 31, 2019 • Filed on Jan 15, 2020

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.

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

0.18x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

-174%

Higher net margin than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

-3.8%

Faster asset growth than 26% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

-51%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets47th percentile

Assets

Down

$729,776

Down $28,961 (-3.8%) from 2018

Net Assets

Down

$726,490

Down $32,247 (-4.3%) from 2018

Liabilities

$3,286

Up $3,286 from 2018

Revenue And Expenses

Liabilities / Revenue78th percentile Net Margin4th percentile

Revenue

Down

$18,519

Down $19,566 (-51%) from 2018

Expenses

Down

$50,766

Down $14,540 (-22%) from 2018

Net Income

Down

-$32,247

Down $5,026 (-18%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

Highlighted filing

2019

Assets$729,776

Liabilities$3,286

Net Assets$726,490

Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

Highlighted filing

2019

Revenue$18,519

Expenses$50,766

Net Income-$32,247

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Nov 1, 2018 to Oct 31, 2019
Signed: Jan 15, 2020
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay55th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Annette K Cottingham	Trustee	-	$0	-	-
Carol K Fisherman	Trustee	-	$0	-	-
Sharon Katz	Trustee	-	$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: 2020-01-15
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

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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/PersonNm	2	Sharon Katz
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	Katz Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	3618878045
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 1438
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	Corpus Christi
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	784031438
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	Organizations exempt under IRC 501(c)(3)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	30000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Further the goals of the organization.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Further the goals of the organization.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Chabad Coastal Bend
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	The Jewish Federations of North Ame
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	4855 S Alameda St Suite 108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	25 Broadway 17th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Corpus Christi
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	78412
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10004
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	40000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	36542
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	36542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	20346
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	14563
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	38367
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	3458
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	20346
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	14563
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	40000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	3458
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	38367
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	34909
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK & BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	8334
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	8334
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Overdraft
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	3286
TaxesSchedule/TaxesDetail/Amt	0	32
TaxesSchedule/TaxesDetail/CategoryTxt	0	Property Tax
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Annette K Cottingham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Katz Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	KATZ
ReturnHeader/Filer/EIN	0	746054042
ReturnHeader/Filer/PhoneNum	0	3618878045
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO Box 1438
ReturnHeader/Filer/USAddress/CityNm	0	Corpus Christi
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	78403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	742939243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	KDNC LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5151 FLYNN PKWY STE 604
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CORPUS CHRISTI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	784114394
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3618528223
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	GARY R DAVENPORT
ReturnHeader/ReturnTs	0	2020-01-16T23:26:44-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-11-01
ReturnHeader/TaxPeriodEndDt	0	2019-10-31
ReturnHeader/TaxYr	0	2018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $729,776
Liabilities: $3,286
Net assets: $726,490
Revenue: $18,519
Expenses: $50,766
Net income: -$32,247

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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