Civic Intelligence

Harvey & Mireille Katz Charitable

990PF • Fiscal year 2012 • EIN 76-0520066

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 06, 2013

Organization Profile
5151 San FelipeSuite 232577056
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

79th percentile

12%

Faster asset growth than 79% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,978,344

Up $324,893 (+12%) from 2011

Net Assets

$2,978,344

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $5,257 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$496,752

Up $386,988 (+353%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,653,451Liabilities 2011: $5,2572011Assets 2012: $2,978,344Liabilities 2012: $0Net Assets 2012: $2,978,3442012Assets 2013: $2,023,073Liabilities 2013: $0Net Assets 2013: $2,023,0732013Assets 2014: $2,143,780Liabilities 2014: $8,2502014Assets 2015: $1,669,598Liabilities 2015: $0Net Assets 2015: $1,669,5982015Assets 2016: $986,758Liabilities 2016: $0Net Assets 2016: $986,7582016Assets 2017: $1,042,838Liabilities 2017: $0Net Assets 2017: $1,042,8382017Assets 2018: $1,002,554Liabilities 2018: $0Net Assets 2018: $1,002,5542018Assets 2019: $1,018,323Liabilities 2019: $12019Assets 2020: $640,279Liabilities 2020: $12020Assets 2021: $437,403Liabilities 2021: $12021Assets 2022: $545,008Liabilities 2022: $12022

Highlighted filing

2012

Assets$2,978,344
Liabilities$0
Net Assets$2,978,344
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $892,260Expenses 2011: $109,764Net Income 2011: $782,4962011Expenses 2012: $496,7522012Revenue 2013: -$321,251Expenses 2013: $634,020Net Income 2013: -$955,2712013Revenue 2014: $694,572Expenses 2014: $582,115Net Income 2014: $112,4572014Revenue 2015: $133,387Expenses 2015: $599,319Net Income 2015: -$465,9322015Revenue 2016: -$110,833Expenses 2016: $572,007Net Income 2016: -$682,8402016Revenue 2017: $121,169Expenses 2017: $64,005Net Income 2017: $57,1642017Revenue 2018: $84,976Expenses 2018: $109,386Net Income 2018: -$24,4102018Revenue 2019: $76,861Expenses 2019: $45,556Net Income 2019: $31,3052019Revenue 2020: $78,906Expenses 2020: $459,733Net Income 2020: -$380,8272020Revenue 2021: -$193,857Expenses 2021: $8,889Net Income 2021: -$202,7462021Revenue 2022: $121,006Expenses 2022: $14,375Net Income 2022: $106,6312022

Highlighted filing

2012

Revenue-
Expenses$496,752
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 6, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY KATZPres-$0--
AUDREY S WACHSBERGVice Pres-$0--
MIREILLE KATZSec/Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED STATEMENTTO ADVANCE CHARITIABLE CAUSES WORLDWIDE501(C)(3) ORGANIZATIHOUSTON, TX, US$415,914
Filing and Contact Details

Filer

EIN
76-0520066
Raw XML Appendix392 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.

Path#Value
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DistributionFromCorpusElection/Election0THE TAXPAYER HEREBY ELECTS TO TREAT THE CURRENT YEAR QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS MADE OUT OF CORPUS AS ALLOWED BY TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2). ACCORDINGLY, THE TAXPAYER'S PRIOR YEARS' EXCESS DISTRIBUTIONS WILL SATISFY THE 2012 DISTRIBUTION OF INCOME REQUIREMENT.
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SEE ATTACHED STATEMENT D-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1PACIFIC COAST OIL TRUST (ROP)
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0HARVEY KATZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1AUDREY S WACHSBERG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MIREILLE KATZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SEC/TREAS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine115151 SAN FELIPE
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
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IRS990PF/StatementsRegardingActy4720/RelyingCurrNoticeDisasterAsst20X
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Description10NOT APPLICABLE
IRS990PF/SupplementaryInformation/ContributingManager0HARVEY KATZ AND MIREILLE KATZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0415914
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO ADVANCE CHARITIABLE CAUSES WORLDWIDE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3) ORGANIZATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ALL RECIPIENTS ARE IN THE UNITED ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20TAXPAYER MAINTAINS DETAIL OF CONTR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode077056
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NA
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0415914
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/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0145205
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1037815
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2020370
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3023213
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4064236
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5082634
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0145205
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0145205
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0501093
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0355459
IRS990PF/UndistributedIncome/ExcessFromYear1037815
IRS990PF/UndistributedIncome/ExcessFromYear2020370
IRS990PF/UndistributedIncome/ExcessFromYear3023213
IRS990PF/UndistributedIncome/ExcessFromYear4064236
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/QualifyingDistributions0418030
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0501093
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0228268
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus0418030
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0200000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine105151 SAN FELIPE SUITE 2325
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0HOUSTON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0TX
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode077056
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0HARVEY MIREILLE KATZ
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/Description1OTHER EXP-VELITE ENERGY LP
OtherExpensesSchedule/OtherExpenses/Description2OTHER EXP-BREITBURN ENERGY
OtherExpensesSchedule/OtherExpenses/Description3BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description4N/D EXP - MARKWEST ENERGY
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01477
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome159755
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome22679
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome328
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01477
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks159755
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks22679
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks328
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks44
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome00
OtherIncomeSchedule2/OtherIncome/Description0ORDINARY INCOME - BREITBURN ENERGY
OtherIncomeSchedule2/OtherIncome/Description1ORDINARY INCOME - MARKWEST ENERGY
OtherIncomeSchedule2/OtherIncome/Description2OTHER INCOME - PACIFIC COAST OIL TRUST
OtherIncomeSchedule2/OtherIncome/Description3MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncome/Description4Royalty Income
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome03056
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1-9815
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome2392
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome310
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome44896
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks03056
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1-9815
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks2392
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks310
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks44896
TaxesSchedule/Taxes/Amount048
TaxesSchedule/Taxes/Amount15608
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category1EXCISE TAX PAID
TaxesSchedule/Taxes/NetInvestmentIncome048
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0760520066
ReturnHeader/Filer/InCareOfName0% HARVEY KATZ
ReturnHeader/Filer/Name/BusinessNameLine10HARVEY & MIREILLE KATZ CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0HARV
ReturnHeader/Filer/Phone07139775212
ReturnHeader/Filer/USAddress/AddressLine105151 SAN FELIPE
ReturnHeader/Filer/USAddress/AddressLine20Suite 2325
ReturnHeader/Filer/USAddress/City0HOUSTON
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077056
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-06
ReturnHeader/Officer/Name0HARVEY KATZ
ReturnHeader/Officer/Phone07139775212
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MARGOLIS PHIPPS & WRIGHT PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101400 POST OAK BLVD STE 900
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOUSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0770563009
ReturnHeader/Preparer/Name0JEFFERY A HILL
ReturnHeader/Preparer/Phone07136253500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-21T15:31:15-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,978,344
Liabilities
$0
Net assets
$2,978,344
Revenue
-
Expenses
$496,752
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Summary only. Only limited summary data is available for this year.$0.55$0.00$0.12$0.01$0.11
2021Summary only. Only limited summary data is available for this year.$0.44$0.00$0.19$0.01$0.20
2020Summary only. Only limited summary data is available for this year.$0.64$0.00$0.08$0.46$0.38
2019Summary only. Only limited summary data is available for this year.$1.02$0.00$0.08$0.05$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.08$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.12$0.06$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.11$0.57$0.68
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.13$0.60$0.47
2014Summary only. Only limited summary data is available for this year.$2.14$0.01$0.69$0.58$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.32$0.63$0.96
2012Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.50
2011Summary only. Only limited summary data is available for this year.$2.65$0.01$0.89$0.11$0.78
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $1M-$5M nonprofits