Civic Intelligence

Kowitz Family Foundation

EIN 75-2707561 • Irving, TX

5215 N O Connor Blvd Ste 485 485Irving, TX 75039
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

9th percentile

-56%

Higher net margin than 9% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

20th percentile

-8.2%

Faster asset growth than 20% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

933%

Faster revenue growth than 99% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$817,410

Down $72,603 (-8.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$817,410

Down $72,603 (-8.2%) from 2023

Revenue

Up

$130,092

Up $117,498 (+933%) from 2023

Expenses

Down

$202,695

Down $70,079 (-26%) from 2023

Net Income

Up

-$72,603

Up $187,577 (+72%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $866,475Liabilities 2010: $02010Assets 2011: $841,485Liabilities 2011: $02011Assets 2012: $972,280Liabilities 2012: $02012Assets 2013: $1,454,517Liabilities 2013: $02013Assets 2014: $1,128,959Liabilities 2014: $02014Assets 2015: $1,157,329Liabilities 2015: $02015Assets 2019: $939,365Liabilities 2019: $02019Assets 2020: $902,185Liabilities 2020: $0Net Assets 2020: $902,1852020Assets 2021: $817,343Liabilities 2021: $0Net Assets 2021: $817,3432021Assets 2022: $955,513Liabilities 2022: $0Net Assets 2022: $955,5132022Assets 2023: $890,013Liabilities 2023: $0Net Assets 2023: $890,0132023Assets 2024: $817,410Liabilities 2024: $0Net Assets 2024: $817,4102024

Highlighted filing

2024

Assets$817,410
Liabilities$0
Net Assets$817,410

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $508,014Expenses 2010: $590,050Net Income 2010: -$82,0362010Revenue 2011: $51,022Expenses 2011: $100,000Net Income 2011: -$48,9782011Revenue 2012: $584,218Expenses 2012: $588,662Net Income 2012: -$4,4442012Revenue 2013: $754,319Expenses 2013: $272,082Net Income 2013: $482,2372013Revenue 2014: $37,445Expenses 2014: $348,120Net Income 2014: -$310,6752014Revenue 2015: $358,354Expenses 2015: $322,935Net Income 2015: $35,4192015Revenue 2019: $136,556Expenses 2019: $147,121Net Income 2019: -$10,5652019Revenue 2020: $301,394Expenses 2020: $338,575Net Income 2020: -$37,1812020Revenue 2021: $145,336Expenses 2021: $245,569Net Income 2021: -$100,2332021Revenue 2022: $213,272Expenses 2022: $46,198Net Income 2022: $167,0742022Revenue 2023: $12,594Expenses 2023: $272,774Net Income 2023: -$260,1802023Revenue 2024: $130,092Expenses 2024: $202,695Net Income 2024: -$72,6032024

Highlighted filing

2024

Revenue$130,092
Expenses$202,695
Net Income-$72,603

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 30, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID KOWITZTrustee-$0--
SARAH KOWITZTrustee-$0--
DAVID KOWITZPresident-$0--
DAVID KOWITZTreasurer-$0--
SARAH KOWITZSecretary-$0--
JULIE KOWITZ MARGOLIESTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL OPERATING FUNDSPCLONDON, UK$180,920
Paid Grant-GENERAL OPERATING FUNDSPCPHILADELPHIA, PA, US$12,500
Paid Grant-GENERAL OPERATING FUNDSPCNEW YORK, NY, US$2,500
Paid Grant-GENERAL OPERATING FUNSPCNEW YORK, NY, US$2,500
Paid Grant-GENERAL OPERATING FUNDSPCPHILADELPHIA, PA, US$1,000
Filing and Contact Details

Filer

Filer Name
Kowitz Family Foundation
EIN
75-2707561
Phone
2147201488
Address
5215 N O CONNOR BLVD STE 485 485, IRVING, TX 75039

Signing Officer

Name
David Kowitz
Title
President
Signed
2026-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Mary E Edmiston Attorney
Address
5215 N OCONNOR BLVD STE 485, IRVING, TX 75039
Preparer
Mary Edmiston
Phone
9724675400
Raw XML Appendix330 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BIG BROTHERS BIG SISTERS OF NY CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2PHILADELPHIA MUSEUM OF ART
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4MUSEUM OF THE AMERICAN REVOLUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0COMMON TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12600 BENJAMIN FRANKLIN PKWY
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0136924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0256533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt077538
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0200271
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0136924
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0256533
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0199420
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0146871
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0818137
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0671266
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0APEX CLASS LTD
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0-1044
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0-1044
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BAY CAPITAL FEEDER FUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04319
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID KOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOWITZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KOWI
ReturnHeader/Filer/EIN0752707561
ReturnHeader/Filer/PhoneNum02147201488
ReturnHeader/Filer/USAddress/AddressLine1Txt05215 N O CONNOR BLVD STE 485 485
ReturnHeader/Filer/USAddress/CityNm0IRVING
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY E EDMISTON ATTORNEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05215 N OCONNOR BLVD STE 485
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075039
ReturnHeader/PreparerPersonGrp/PhoneNum09724675400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY EDMISTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-30T15:21:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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