Civic Intelligence

Stephanie S Kata Foundation C/O Jason R Holowinski

990PF • Fiscal year 2016 • EIN 16-6492296

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

5784 Widewaters Parkway No 2Dewitt, NY 13214-1878

(607) 797-7786

Siviq Scores

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

Liabilities / Assets

87th percentile

0.03x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

2.07x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Net Margin

9th percentile

-411%

Higher net margin than 9% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Asset Growth

40th percentile

-3.3%

Faster asset growth than 40% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

5.4%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$594,530

Down $20,386 (-3.3%) from 2015

Net Assets

Down

$573,903

Down $41,013 (-6.7%) from 2015

Liabilities

Up

$20,627

Up $20,627 from 2015

Revenue

Up

$9,970

Up $514 (+5.4%) from 2015

Expenses

Up

$50,983

Up $2,472 (+5.1%) from 2015

Net Income

Down

-$41,013

Down $1,958 (-5.0%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $441,955Liabilities 2010: $0Net Assets 2010: $441,9552010Assets 2011: $454,545Liabilities 2011: $0Net Assets 2011: $454,5452011Assets 2012: $457,272Liabilities 2012: $02012Assets 2013: $569,209Liabilities 2013: $0Net Assets 2013: $569,2092013Assets 2014: $653,971Liabilities 2014: $0Net Assets 2014: $653,9712014Assets 2015: $614,916Liabilities 2015: $0Net Assets 2015: $614,9162015Assets 2016: $594,530Liabilities 2016: $20,627Net Assets 2016: $573,9032016Assets 2017: $764,549Liabilities 2017: $0Net Assets 2017: $764,5492017Assets 2018: $760,741Liabilities 2018: $0Net Assets 2018: $760,7412018Assets 2019: $1,086,462Liabilities 2019: $0Net Assets 2019: $1,086,4622019Assets 2020: $1,617,223Liabilities 2020: $0Net Assets 2020: $1,617,2232020Assets 2021: $1,893,564Liabilities 2021: $177,371Net Assets 2021: $1,716,1932021Assets 2022: $1,408,735Liabilities 2022: $0Net Assets 2022: $1,408,7352022Assets 2023: $1,049,524Liabilities 2023: $0Net Assets 2023: $1,049,5242023Assets 2024: $2,322,651Liabilities 2024: $0Net Assets 2024: $2,322,6512024

Highlighted filing

2016

Assets$594,530
Liabilities$20,627
Net Assets$573,903

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $40,2152010Expenses 2011: $40,5962011Revenue 2012: $47,694Expenses 2012: $44,967Net Income 2012: $2,7272012Revenue 2013: $157,188Expenses 2013: $45,321Net Income 2013: $111,8672013Revenue 2014: $132,331Expenses 2014: $47,569Net Income 2014: $84,7622014Revenue 2015: $9,456Expenses 2015: $48,511Net Income 2015: -$39,0552015Revenue 2016: $9,970Expenses 2016: $50,983Net Income 2016: -$41,0132016Revenue 2017: $249,839Expenses 2017: $59,193Net Income 2017: $190,6462017Revenue 2018: $76,273Expenses 2018: $80,081Net Income 2018: -$3,8082018Revenue 2019: $409,619Expenses 2019: $83,898Net Income 2019: $325,7212019Revenue 2020: $713,326Expenses 2020: $182,565Net Income 2020: $530,7612020Revenue 2021: $457,164Expenses 2021: $358,194Net Income 2021: $98,9702021Revenue 2022: $49,224Expenses 2022: $356,682Net Income 2022: -$307,4582022Revenue 2023: -$8,105Expenses 2023: $351,106Net Income 2023: -$359,2112023Revenue 2024: $1,605,320Expenses 2024: $332,193Net Income 2024: $1,273,1272024

Highlighted filing

2016

Revenue$9,970
Expenses$50,983
Net Income-$41,013
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON R HOLOWINSKITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stephanie S Kata Foundation
EIN
16-6492296
Phone
6077977786
Address
5784 WIDEWATERS PARKWAY NO 2, DEWITT, NY 13214-1878

Signing Officer

Name
Jason R Holowinski
Title
Trustee
Phone
3154455930
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Bonadio & Co Llp
Address
432 NORTH FRANKLIN STREET, SYRACUSE, NY 13204
Preparer
Jack Capron
Phone
3154764004
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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/Amt15000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LITERACY VOLUNTEERS OF GREATER SYRACUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SPAULDING SUPPORT SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WESTHILL CSD EDUCATIONAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1922
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 NEW STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2620 E MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36520 BASILE ROWE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4400 WALBERTA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BINGHAMTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SYRACUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ENDICOTT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3EAST SYRACUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SYRACUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd113202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd213760
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd313057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd413219
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
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/AppliedToCurrentYearAmt030490
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0908
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013872
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06110
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0478
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06376
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0908
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06110
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013872
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07762
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES & EXPENSES- MARGIN INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0369
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0369
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER LIABILITY - MARGIN ACCOUNT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt020627
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012314
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012314
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0NYS FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0100
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON R HOLOWINSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03154455930
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHANIE S KATA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JASON R HOLOWINSKI
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0166492296
ReturnHeader/Filer/PhoneNum06077977786
ReturnHeader/Filer/USAddress/AddressLine1Txt05784 WIDEWATERS PARKWAY NO 2
ReturnHeader/Filer/USAddress/CityNm0DEWITT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0132141878
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05BB96875A42BDAEB41182F9ACBC1B56AEE4C8494
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId084C5AF9B834D7A8D4E910C48DC0E5DE382618B52
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.14.157.194
ReturnHeader/FilingSecurityInformation/IPDt02017-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:26:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0432 NORTH FRANKLIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SYRACUSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013204
ReturnHeader/PreparerPersonGrp/PhoneNum03154764004
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK CAPRON
ReturnHeader/ReturnTs02017-05-10T10:20:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.61$0.33$1.27
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.01$0.35$0.36
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.05$0.36$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.18$1.72$0.46$0.36$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.71$0.18$0.53
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.41$0.08$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.08$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.25$0.06$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.57$0.01$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.01$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.13$0.05$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.16$0.05$0.11
2012Summary only. Only limited summary data is available for this year.$0.46$0.00$0.05$0.04$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.04