Civic Intelligence

Amy and Kenneth Katz Foundation Inc

EIN 81-0889541 • Sheboygan, WI

712 Riverfront Drive Ste 301Sheboygan, WI 53081
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-12373%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2018

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-98%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $433,551 (-100%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Net Assets

Down

$0

Down $433,551 (-100%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$3,504

Down $137,789 (-98%) from 2019

Expenses

Up

$437,055

Up $432,507 (+9510%) from 2019

Net Income

Down

-$433,551

Down $570,296 (-417%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$600K$400K$200K$0Assets 2015: $10,000Liabilities 2015: $02015Assets 2016: $108,149Liabilities 2016: $0Net Assets 2016: $108,1492016Assets 2017: $199,185Liabilities 2017: $0Net Assets 2017: $199,1852017Assets 2018: $296,806Liabilities 2018: $0Net Assets 2018: $296,8062018Assets 2019: $433,551Liabilities 2019: $1Net Assets 2019: $433,5512019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$500K$0-$500KRevenue 2015: $10,000Expenses 2015: $0Net Income 2015: $10,0002015Revenue 2016: $100,299Expenses 2016: $2,150Net Income 2016: $98,1492016Revenue 2017: $106,712Expenses 2017: $15,676Net Income 2017: $91,0362017Revenue 2018: $120,442Expenses 2018: $22,821Net Income 2018: $97,6212018Revenue 2019: $141,293Expenses 2019: $4,548Net Income 2019: $136,7452019Revenue 2020: $3,504Expenses 2020: $437,055Net Income 2020: -$433,5512020

Highlighted filing

2020

Revenue$3,504
Expenses$437,055
Net Income-$433,551
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,504
Expenses
$437,055
Net income
-$433,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$4.37$4.34
2019Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$1.41$0.05$1.37
2018Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$1.20$0.23$0.98
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$1.07$0.16$0.91
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.00$0.02$0.98
2015Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.00$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH KATZTrustee-$0--
AMY KATZTrustee-$0--
DANIEL WOTRUBATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Amy and Kenneth Katz Foundation Inc
EIN
81-0889541
Phone
9206835278
Address
712 RIVERFRONT DRIVE STE 301, SHEBOYGAN, WI 53081

Signing Officer

Name
Kenneth Katz
Title
Officer
Phone
9206835278
Signed
2021-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
712 RIVERFRONT DRIVE SUITE 301, SHEBOYGAN, WI 53081
Preparer
Todd a Mueller CPA
Phone
9204580341
Raw XML Appendix312 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/RecipientUSAddress/ZIPCd032862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0433464
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02682
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0436128
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0432087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04041
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0434769
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0432087
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0436128
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04041
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE ASSETS OF THE FOUNDATION WERE LIQUIDATED ON MAY 4, 2020. CASH TOTALING $215,000 WAS DISTRIBUTED TO THE AMY KATZ DONOR ADVISED FUND HELD BY SCHWAB CHARITABLE FUND (A 501(C)(3) PUBLIC CHARITY). CASH TOTALING $218,464 WAS DISTRIBUTED TO THE KENNETH KATZ DONOR ADVISED FUND HELD BY SCHWAB CHARITABLE FUND (A 501(C)(3) PUBLIC CHARITY).
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0601
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0601
TaxesSchedule/TaxesDetail/Amt0365
TaxesSchedule/TaxesDetail/Amt116
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt116
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09206835278
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMY AND KENNETH KATZ FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KATZ
ReturnHeader/Filer/EIN0810889541
ReturnHeader/Filer/PhoneNum09206835278
ReturnHeader/Filer/USAddress/AddressLine1Txt0712 RIVERFRONT DRIVE STE 301
ReturnHeader/Filer/USAddress/CityNm0SHEBOYGAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053081
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0712 RIVERFRONT DRIVE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHEBOYGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053081
ReturnHeader/PreparerPersonGrp/PhoneNum09204580341
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD A MUELLER CPA
ReturnHeader/ReturnTs02021-05-14T12:39:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENNETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KATZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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