Civic Intelligence

The Kat Foundation

990PF • Fiscal year 2022 • EIN 13-3749673

Aug 01, 2021 to Jul 31, 2022 • Filed on Jun 15, 2023

Organization Profile
850 Park Avenue Apt 7ANew York, NY 10075

(212) 773-3000

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.08x

Higher debt load relative to revenue than 39% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

58th percentile

1.8%

Faster asset growth than 58% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$16,042,102

Up $288,248 (+1.8%) from 2021

Net Assets

Up

$15,927,162

Up $223,658 (+1.4%) from 2021

Liabilities

Up

$114,940

Up $64,590 (+128%) from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin65th percentile

Revenue

Up

$1,391,608

Up $2,729,194 (+204%) from 2021

Expenses

Up

$1,167,950

Up $38,974 (+3.5%) from 2021

Net Income

Up

$223,658

Up $2,690,220 (+109%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $13,636,049Liabilities 2011: $02011Assets 2012: $16,616,348Liabilities 2012: $61,0002012Assets 2013: $17,838,385Liabilities 2013: $25,2002013Assets 2014: $18,851,334Liabilities 2014: $2102014Assets 2015: $19,146,809Liabilities 2015: $408,0002015Assets 2019: $19,823,074Liabilities 2019: $50,500Net Assets 2019: $19,772,5742019Assets 2020: $18,220,195Liabilities 2020: $50,129Net Assets 2020: $18,170,0662020Assets 2021: $15,753,854Liabilities 2021: $50,350Net Assets 2021: $15,703,5042021Assets 2022: $16,042,102Liabilities 2022: $114,940Net Assets 2022: $15,927,1622022Assets 2023: $17,675,220Liabilities 2023: $31,108Net Assets 2023: $17,644,1122023Assets 2024: $16,224,350Liabilities 2024: $8,767Net Assets 2024: $16,215,5832024Assets 2025: $16,046,969Liabilities 2025: $20,810Net Assets 2025: $16,026,1592025

Highlighted filing

2022

Assets$16,042,102
Liabilities$114,940
Net Assets$15,927,162
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,824,931Expenses 2011: $296,692Net Income 2011: $1,528,2392011Revenue 2012: $5,808,972Expenses 2012: $822,785Net Income 2012: $4,986,1872012Revenue 2013: $3,008,287Expenses 2013: $934,731Net Income 2013: $2,073,5562013Revenue 2014: $1,747,708Expenses 2014: $709,769Net Income 2014: $1,037,9392014Revenue 2015: $822,658Expenses 2015: $934,973Net Income 2015: -$112,3152015Revenue 2019: $3,924,683Expenses 2019: $1,031,229Net Income 2019: $2,893,4542019Revenue 2020: -$514,708Expenses 2020: $1,087,800Net Income 2020: -$1,602,5082020Revenue 2021: -$1,337,586Expenses 2021: $1,128,976Net Income 2021: -$2,466,5622021Revenue 2022: $1,391,608Expenses 2022: $1,167,950Net Income 2022: $223,6582022Revenue 2023: $3,085,186Expenses 2023: $1,155,706Net Income 2023: $1,929,4802023Revenue 2024: -$615,142Expenses 2024: $813,387Net Income 2024: -$1,428,5292024Revenue 2025: $734,926Expenses 2025: $924,151Net Income 2025: -$189,2252025

Highlighted filing

2022

Revenue$1,391,608
Expenses$1,167,950
Net Income$223,658
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Jun 15, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE W WELLDE JRTrustee-$0--
PATRICIA A WELLDETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Kat Foundation
EIN
13-3749673
In Care Of
% ERNST & YOUNG LLP
Phone
2127733000
Address
850 Park Avenue Apt 7A, New York, NY 10075

Signing Officer

Name
George Wellde
Title
Trustee
Phone
5186405000
Signed
2023-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
One Manhattan West, NEW YORK, NY 10001
Preparer
John D Cook
Phone
2127733000
Raw XML Appendix348 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/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt084957
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt084957
TaxesSchedule/TaxesDetail/Amt03116
TaxesSchedule/TaxesDetail/Amt1591
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03116
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0George Wellde
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Kat Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KATF
ReturnHeader/Filer/EIN0133749673
ReturnHeader/Filer/InCareOfNm0% ERNST & YOUNG LLP
ReturnHeader/Filer/PhoneNum02127733000
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010075
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John D Cook
ReturnHeader/ReturnTs02023-06-14T08:45:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0George
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wellde
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,042,102
Liabilities
$114,940
Net assets
$15,927,162
Revenue
$1,391,608
Expenses
$1,167,950
Net income
$223,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.0$0.02$16.0$0.73$0.92$0.19
2024Detailed filing. Detailed filing data is available for this year.$16.2$0.01$16.2$0.62$0.81$1.43
2023Detailed filing. Detailed filing data is available for this year.$17.7$0.03$17.6$3.09$1.16$1.93
2022Detailed filing. Detailed filing data is available for this year.$16.0$0.11$15.9$1.39$1.17$0.22
2021Detailed filing. Detailed filing data is available for this year.$15.8$0.05$15.7$1.34$1.13$2.47
2020Detailed filing. Detailed filing data is available for this year.$18.2$0.05$18.2$0.51$1.09$1.60
2019Detailed filing. Detailed filing data is available for this year.$19.8$0.05$19.8$3.92$1.03$2.89
2015Summary only. Only limited summary data is available for this year.$19.1$0.41$0.82$0.93$0.11
2014Summary only. Only limited summary data is available for this year.$18.9$0.00$1.75$0.71$1.04
2013Summary only. Only limited summary data is available for this year.$17.8$0.03$3.01$0.93$2.07
2012Summary only. Only limited summary data is available for this year.$16.6$0.06$5.81$0.82$4.99
2011Summary only. Only limited summary data is available for this year.$13.6$0.00$1.82$0.30$1.53