Civic Intelligence

Harvey & Mireille Katz Charitable

990PF • Fiscal year 2019 • EIN 76-0520066

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization Profile
5151 SAN FELIPE Suite 2325Houston, TX 77056

(713) 977-5212

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

48th percentile

1.6%

Faster asset growth than 48% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-9.5%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Flat

$1,018,323

Flat from 2019

Net Assets

$1,018,323

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin86th percentile

Revenue

Flat

$76,861

Flat from 2019

Expenses

Flat

$45,556

Flat from 2019

Net Income

Flat

$31,305

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th 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: $0Net Assets 2019: $1,018,3232019Assets 2019: $1,018,323Liabilities 2019: $12019Assets 2020: $640,279Liabilities 2020: $12020Assets 2021: $437,403Liabilities 2021: $12021Assets 2022: $545,008Liabilities 2022: $12022

Highlighted filing

2019

Assets$1,018,323
Liabilities$0
Net Assets$1,018,323
Open 2019 Filing

Operations Trend

Revenue Growth26th percentile

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 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

2019

Revenue$76,861
Expenses$45,556
Net Income$31,305
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY KATZPresident-$0--
AUDREY S WACHSBERGVice President-$0--
MIREILLE KATZSecretary/Treasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Audrey K Wachsberg
Title
Vice President
Phone
7139775212
Signed
2020-11-10
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 Appendix304 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1150 SHS PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22250 SHS WELLS FARGO & CO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ADVANCE CHARITABLE CAUSES WORLDWIDE Beth Yeshuram __________________$12,162 Emery Weiner School_______________6,000 Chai Lifeline ____________________5,000 American Friends Shmaya School ___4,800 Other Grants_____________________14,934 Totals _______________________$42,896
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077056
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042896
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/AppliedToCurrentYearAmt042896
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056018
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0486724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0443116
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0416649
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0412550
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0989162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056018
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0486724
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0443116
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042896
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01401712
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01405811
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt013692
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11844
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAXES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1NON DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01975
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1294
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Income from WSI Investment Company LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Loss from EIV Capital Fund II LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Net Sec 1231 Loss-EIV Capital Fund II
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Long Term Capital Gain
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0104379
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-40225
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-69
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt35592
TaxesSchedule/TaxesDetail/CategoryTxt0STATE INCOME TAX
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AUDREY K WACHSBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum07139775212
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVEY & MIREILLE KATZ CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0760520066
ReturnHeader/Filer/PhoneNum07139775212
ReturnHeader/Filer/USAddress/AddressLine1Txt05151 SAN FELIPE Suite 2325
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077056
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C7C2C41DFEAE70CE0918C055AB5FA6F7F9FDDA5A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId066409E72BA52722F2C48A6932B034EEB636DCED4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId079655320203185000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.155.53.207
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/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joel J Palfreyman
ReturnHeader/ReturnTs02020-11-13T11:51:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,018,323
Liabilities
$0
Net assets
$1,018,323
Revenue
$76,861
Expenses
$45,556
Net income
$31,305
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
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.08$0.05$0.03
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