Civic Intelligence

Harvey & Mireille Katz Charitable

990T • Fiscal year 2020 • EIN 76-0520066

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization Profile
5151 SAN FELIPE Suite 2325Houston, TX 77056

(713) 977-5212

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

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.

$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

Latest loaded filing

2022

Assets$545,008
Liabilities$1
Net Assets-
Open 2022 Filing

Operations Trend

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

Latest loaded filing

2022

Revenue$121,006
Expenses$14,375
Net Income$106,631
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Harvey & Mireille Katz Charitable
EIN
76-0520066
In Care Of
% COMPANY
Phone
7139775212
Address
5151 SAN FELIPE Suite 2325, HOUSTON, TX 77056

Signing Officer

Name
Audrey Wachsberg
Title
Vice President
Phone
7139775212
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Ramex Inc
Address
5151 San Felipe St Suite 2325, Houston, TX 77056
Preparer
Joel J Palfreyman
Phone
7139775212
Raw XML Appendix76 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
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COMPANY
IRS990T/BooksInCareOfDetail/PhoneNum07139775212
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt05151 SAN FELIPE SUITE 2325
IRS990T/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd077056
IRS990T/BookValueAssetsEOYAmt0640279
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt04320
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt04845
IRS990T/OverpaymentSection/OverpaymentAmt04845
IRS990T/PriorYearOverpaymentCreditAmt011167
IRS990TScheduleA/InterestDeductionAmt044
IRS990TScheduleA/OtherDeductionsAmt05469
IRS990TScheduleA/PrincipalBusinessActivityCd0211110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt05513
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt048712
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt048712
IRS990TScheduleA/TotUnrltTrdBusIncmAmt048712
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Sale of Oil and Gas Equipment and Midstream & Downstream Oil and Gas
IRS990TScheduleA/UBIBeforeNOLDedAmt043199
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt043199
IRS990T/SpecificDeductionAmt08776
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt06322
IRS990T/TaxLessCreditsAmt06322
IRS990T/TotalDeductionAmt08776
IRS990T/TotalPaymentsAmt011167
IRS990T/TotalTaxAmt06322
IRS990T/TotalTaxComputationAmt06322
IRS990T/TotalUBTIAmt030103
IRS990T/TotalUBTIBeforeNOLSpecificAmt038879
IRS990T/TotalUBTIBeforeSection199AAmt038879
IRS990T/TotalUBTIComputedAmt043199
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Audrey Wachsberg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum07139775212
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVEY & MIREILLE KATZ CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0760520066
ReturnHeader/Filer/InCareOfNm0% COMPANY
ReturnHeader/Filer/PhoneNum07139775212
ReturnHeader/Filer/USAddress/AddressLine1Txt05151 SAN FELIPE Suite 2325
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077056
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760234551
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ramex Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05151 San Felipe St Suite 2325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07139775212
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joel J Palfreyman
ReturnHeader/ReturnTs02021-11-01T16:31:02-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Audrey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wachsberg
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
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