Civic Intelligence

Harvey & Mireille Katz Charitable

990PF • 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

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

2nd percentile

-483%

Higher net margin than 2% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

3rd percentile

-37%

Faster asset growth than 3% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

2.7%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Flat

$640,279

Flat from 2020

Net Assets

$640,279

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin2nd percentile

Revenue

Flat

$78,906

Flat from 2020

Expenses

Flat

$459,733

Flat from 2020

Net Income

Flat

-$380,827

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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: $0Net Assets 2020: $640,2792020Assets 2020: $640,279Liabilities 2020: $12020Assets 2021: $437,403Liabilities 2021: $12021Assets 2022: $545,008Liabilities 2022: $12022

Highlighted filing

2020

Assets$640,279
Liabilities$0
Net Assets$640,279
Open 2020 Filing

Operations Trend

Revenue Growth59th 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 2020: $78,906Expenses 2020: $459,733Net Income 2020: -$380,8272020Revenue 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

2020

Revenue$78,906
Expenses$459,733
Net Income-$380,827
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th 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
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 Appendix290 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/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/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt056018
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0486724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0443116
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0443116
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0953718
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0407672
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt056018
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0486724
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0452793
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0407672
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01396834
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0989162
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09273
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11936
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAXES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1NON DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02839
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1557
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Income from WSI Investment Company LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Loss from EIV Capital Fund II LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Long Term Capital Gain
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt062168
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-13409
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt213702
OtherIncreasesSchedule/OtherIncreasesDetail/Amt027694
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX M-1 ADJUSTMENT
TaxesSchedule/TaxesDetail/CategoryTxt0STATE INCOME TAX
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/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/ReturnTs02021-11-01T17:50:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Audrey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wachsberg
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$640,279
Liabilities
$0
Net assets
$640,279
Revenue
$78,906
Expenses
$459,733
Net income
-$380,827
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
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.08$0.46$0.38
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