Civic Intelligence

Adolph Katten Family Foundation

990PF • Fiscal year 2021 • EIN 04-6059903

Aug 01, 2020 to Jul 31, 2021 • Filed on Sep 08, 2022

Organization Profile
532 Parker StreetNewton Centre, MA 02459

(617) 527-5595

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

80th percentile

39%

Higher net margin than 80% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

2.0%

Faster asset growth than 47% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-28%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$90,501

Up $1,794 (+2.0%) from 2020

Net Assets

Up

$90,501

Up $1,794 (+2.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin80th percentile

Revenue

Down

$4,558

Down $1,773 (-28%) from 2020

Expenses

Down

$2,764

Down $10,386 (-79%) from 2020

Net Income

Up

$1,794

Up $8,613 (+126%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $96,968Liabilities 2011: $0Net Assets 2011: $96,9682011Assets 2012: $96,008Liabilities 2012: $02012Assets 2013: $95,277Liabilities 2013: $02013Assets 2014: $97,725Liabilities 2014: $02014Assets 2015: $100,720Liabilities 2015: $2152015Assets 2019: $95,526Liabilities 2019: $0Net Assets 2019: $95,5262019Assets 2020: $88,707Liabilities 2020: $0Net Assets 2020: $88,7072020Assets 2021: $90,501Liabilities 2021: $0Net Assets 2021: $90,5012021Assets 2022: $96,555Liabilities 2022: $1,825Net Assets 2022: $94,7302022Assets 2023: $98,053Liabilities 2023: $1,950Net Assets 2023: $96,1032023

Highlighted filing

2021

Assets$90,501
Liabilities$0
Net Assets$90,501
Open 2021 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15K$10K$5.0K$0-$5.0K-$10KExpenses 2011: $2,3162011Revenue 2012: $1,438Expenses 2012: $2,398Net Income 2012: -$9602012Revenue 2013: $1,812Expenses 2013: $2,543Net Income 2013: -$7312013Revenue 2014: $6,612Expenses 2014: $4,164Net Income 2014: $2,4482014Revenue 2015: $5,974Expenses 2015: $3,194Net Income 2015: $2,7802015Revenue 2019: $5,022Expenses 2019: $5,032Net Income 2019: -$102019Revenue 2020: $6,331Expenses 2020: $13,150Net Income 2020: -$6,8192020Revenue 2021: $4,558Expenses 2021: $2,764Net Income 2021: $1,7942021Revenue 2022: $7,345Expenses 2022: $3,116Net Income 2022: $4,2292022Revenue 2023: $8,272Expenses 2023: $6,899Net Income 2023: $1,3732023

Highlighted filing

2021

Revenue$4,558
Expenses$2,764
Net Income$1,794
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Sep 8, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE S KATTENTrustee-$0--
ELIZABETH A ROMETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Adolph Katten Family Foundation
EIN
04-6059903
Phone
6175275595
Address
532 PARKER STREET, NEWTON CENTRE, MA 02459

Signing Officer

Name
Julie S Katten
Title
Trustee
Phone
6175275595
Signed
2022-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Whittlesey Pc
Address
14 BOBALA RD, HOLYOKE, MA 01040
Preparer
Timothy Gaines
Phone
4135363970
Raw XML Appendix292 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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AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING JULY 31, 2018 IN THE AMOUNT OF $1,436 AND JULY 31, 2017 IN THE AMOUNT OF $962 .
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04580
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0434
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1885
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1885
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0781
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0781
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt069
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt069
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE S KATTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175275595
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADOLPH KATTEN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JULIE S KATTEN
ReturnHeader/Filer/BusinessNameControlTxt0ADOL
ReturnHeader/Filer/EIN0046059903
ReturnHeader/Filer/PhoneNum06175275595
ReturnHeader/Filer/USAddress/AddressLine1Txt0532 PARKER STREET
ReturnHeader/Filer/USAddress/CityNm0NEWTON CENTRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002459
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060903326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITTLESEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 BOBALA RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLYOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001040
ReturnHeader/PreparerPersonGrp/PhoneNum04135363970
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY GAINES
ReturnHeader/ReturnTs02022-09-08T14:45:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KATTEN
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,501
Liabilities
$0
Net assets
$90,501
Revenue
$4,558
Expenses
$2,764
Net income
$1,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.02$0.96$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.02$0.95$0.07$0.03$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06$0.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.05$0.00
2015Summary only. Only limited summary data is available for this year.$1.01$0.00$0.06$0.03$0.03
2014Summary only. Only limited summary data is available for this year.$0.98$0.00$0.07$0.04$0.02
2013Summary only. Only limited summary data is available for this year.$0.95$0.00$0.02$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.01$0.02$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.02