Jerold B Katz Foundation
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Jerold B Katz Foundation is a 501(c)(3) organization based in Houston, Texas, registered in 1981, with $29,840,709 in FY2023 revenue. CharityIndex grades it C+.
5847 San Felipe St Ste 2375, Houston, TX, 77057 EIN 74-2164970 Since 1981
Revenue (FY2023)
$29.8M
▲ 0.7% vs prior year
Expenses (FY2023)
$20.1M
Net assets
$391.6M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Jerold B Katz Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating233 mo reserves · +32% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Jerold B Katz Foundation: 233 mo reserves · +32% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Jerold B Katz Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Jerold B Katz Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue declined from $37.5M (FY2019) to $29.8M (FY2023) across 4 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $391.6M
Operating margin
32.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$391.6M
Total liabilities
$0
Net assets
$391.6M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $29,840,709▲0.7% | $20,149,480▲77.4% | $391,559,763▲2.5% | $391,559,763▲2.5% | 990PF |
| 2022 | $29,643,222▼86.2% | $11,357,509▼16.3% | $381,868,534▲4.6% | $381,868,534▲4.6% | 990PF |
| 2021 | $214,488,043▲472% | $13,564,374▲97.2% | $364,930,688▲118% | $364,930,688▲118% | 990PF |
| 2019 | $37,526,460 | $6,879,036 | $167,531,132 | $167,531,132 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2023)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Duncan Lamme | Vice President | 5 | — |
| Evan H Katz | President/trustee | 5 | — |
| Lissy Katz Bank | Trustee | 1 | — |
| Michael Helfer | Trustee | 1 | — |
| Nicolas Garcia | Secretary/treasurer | 5 | — |
Frequently asked questions
- Is Jerold B Katz Foundation a legitimate nonprofit?
- Yes. Jerold B Katz Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 74-2164970, based in Houston, Texas. Donations are tax-deductible.
- What is Jerold B Katz Foundation's EIN?
- Jerold B Katz Foundation's Employer Identification Number (EIN) is 74-2164970.
- How much revenue does Jerold B Katz Foundation report?
- Jerold B Katz Foundation reported $29,840,709 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Jerold B Katz Foundation have?
- CharityIndex grades Jerold B Katz Foundation C+, based on financial health (reserves and operating margin).
- How much does Jerold B Katz Foundation's highest-paid employee make?
- The highest reported compensation on Jerold B Katz Foundation's latest Form 990 is $0, paid to Duncan Lamme (Vice President).
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Data for Jerold B Katz Foundation (EIN 74-2164970) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.