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The Dr Anny Katan Foundation

Tax-deductible

Shaker Hts, OH501(c)(3)Mental Health EIN 31-1206282Revenue $369K in FY2024

On file with the IRS19910 Malvern Rd, 44122-2823 · Shaker Hts, OHTax-exempt since Mar 1988Supporting organization — 509(a)(3)

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The operating purpose is to benefit organizations providing mental health services to children through charitable and educational purposes.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $56K a year · 23% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
207 mo
of spending, in cash
Looks good: 207.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$369K
+17% vs prior year
Spent
$113K
To programs
85%
Net assets
$3.8M
By yearFY2020–FY2024
Revenue
$369K
FY2024▲ +17%
Tap a bar for its year
Revenue by fiscal year
FY2020$514K
FY2021$570K
FY2022−$538K
FY2023$317K
FY2024$369K
Expenses
$113K
FY2024▼ -44%
Tap a bar for its year
Expenses by fiscal year
FY2020$197K
FY2021$118K
FY2022$326K
FY2023$201K
FY2024$113K
Net assets
$3.8M
FY2024▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.9M
FY2021$4.3M
FY2022$3.5M
FY2023$3.6M
FY2024$3.8M

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1988.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $96K Management & general 15% · $17K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Karen Katz
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
John Potts
Trustee
$0Pt VII · Sec A
See The Dr Anny Katan Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports children's mental health services through charitable and educational efforts.

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Provided by the organization

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1 program · $96K · in their own filed words · FY2024
01

Contributions to hanna perkins center for treatment of children and training of psychologists.

$96Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $854K · 2020–2024
Hanna Perkins SchoolOH · FY2024$95,931
Hanna Perkins SchoolOH · FY2023$181,293
Hanna Perkins SchoolOH · FY2022$304,015
Hanna Perkins SchoolOH · FY2021$94,517
Hanna Perkins SchoolOH · FY2020$178,267

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$369K
Ln 12
Investment incomeLn 3$244K
Other incomeLn 4–11$125K
Money outPt IX
$113K
Ln 25
Programscol B$96K
Managementcol C$17K
Owns and owesPt X
$3.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$3.8M
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$244K
Other incomeLn 4–11$125K
Gains on assetsLn 7$101K
Total revenueLn 12$369K
Assets in detailPt X, end of year
CashLn 1$1.9M
Cash and savings togetherLn 1–2$1.9M
InvestmentsLn 11–13$1.9M
Total assetsLn 16$3.8M
LiabilitiesLn 26$0
Net assetsLn 32$3.8M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.9M$1.9M
InvestmentsLn 11–13$1.6M$1.9M
Total assetsLn 16$3.6M$3.8M
LiabilitiesLn 26$0$0
Net assetsLn 32$3.6M$3.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$96K$96K
Investment management feesLn 11f$17K$17K
Total functional expensesLn 25$113K$96K$17K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $369K$113K$256K$3.8M 990 PDF
FY2023 $317K$201K$116K$3.6M 990 PDF
FY2022 −$538K$326K−$864K$3.5M 990 PDF
FY2021 $570K$118K$453K$4.3M 990 PDF
FY2020 $514K$197K$318K$3.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $369,006 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $490,400$243,604
I-11 Other revenuePrior year −$173,765$125,402
I-12 Total revenuePrior year $316,635$369,006
I-13 Grants and similar amounts paidPrior year $181,293$95,931
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $19,571$16,581
I-18 Total expensesPrior year $200,864$112,512
I-19 Revenue less expensesPrior year $115,771$256,494
Part VI · Governance 5 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $369,006 across 4 lines filed
VIII-3 Investment incomeExcluded from tax $143,012$143,012
VIII-7 Net gain or loss on sales of assetsRelated to mission $100,592$100,592
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $125,402$125,402
VIII-12 Total revenueRelated to mission $225,994 · Excluded from tax $143,012$369,006
Part IX · Statement of functional expenses $112,512 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $95,931$95,931
IX-11f Investment management feesManagement $16,581$16,581
IX-25 Total functional expensesPrograms $95,931 · Management $16,581 · Fundraising $0$112,512
Part X · Balance sheet $3,838,928 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $1,944,140$1,941,417
X-11 Publicly traded securitiesStart of year $1,638,294$1,897,511
X-16 Total assetsStart of year $3,582,434$3,838,928
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $3,582,434$3,838,928
X-33 Total liabilities and net assetsStart of year $3,582,434$3,838,928
Part XI · Reconciliation of net assets $3,838,928 net assets at year end
XI-1 Total revenue$369,006
XI-2 Total expenses$112,512
XI-3 Revenue less expenses$256,494
XI-4 Net assets at start of year$3,582,434
XI-10 Net assets at end of year$3,838,928

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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