Civic Intelligence

Stephanie S Kata Foundation C/O Jason R Holowinski

990PF • Fiscal year 2018 • EIN 16-6492296

Jan 01, 2018 to Dec 31, 2018 • Filed on May 16, 2019

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

78th percentile

0.00x

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

2018 filings • NTEE T • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.00x

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

2018 filings • NTEE T • $500k-$1M nonprofits • Source year 2018

Net Margin

44th percentile

-5.0%

Higher net margin than 44% of similar nonprofits.

2018 filings • NTEE T • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2018 filings • NTEE T • $500k-$1M nonprofits • Source year 2018

Asset Growth

53rd percentile

-0.5%

Faster asset growth than 53% of similar nonprofits.

2018 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-69%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$760,741

Down $3,808 (-0.5%) from 2017

Net Assets

Down

$760,741

Down $3,808 (-0.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$76,273

Down $173,566 (-69%) from 2017

Expenses

Up

$80,081

Up $20,888 (+35%) from 2017

Net Income

Down

-$3,808

Down $194,454 (-102%) from 2017

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

2018

Assets$760,741
Liabilities$0
Net Assets$760,741

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

2018

Revenue$76,273
Expenses$80,081
Net Income-$3,808
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 16, 2019
Return Version
2018v3.1
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
2019-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Bonadio & Co Llp
Address
432 NORTH FRANKLIN STREET, SYRACUSE, NY 13204
Preparer
Jack Capron
Phone
3154227109
Raw XML Appendix393 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SPAULDING SUPPORT SERVICES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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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/AddressLine1Txt411 AISNE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5400 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/CityNm4CORNING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SYRACUSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd113202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd213760
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd313057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd414830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd513219
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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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
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055222
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06376
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08436
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06781
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02253
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04528
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046786
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015217
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES & EXPENSES - MARGIN INTEREST
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02441
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02441
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020816
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020816
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt18149
TaxesSchedule/TaxesDetail/CategoryTxt0NYS FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1US DEPARTMENT OF TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt18149
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON R HOLOWINSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03154455930
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-16
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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04881CBD4E954C713FB9279B978DA59EF3B7D147A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.171.181.162
ReturnHeader/FilingSecurityInformation/IPDt02019-05-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:09:21
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/PhoneNum03154227109
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK CAPRON
ReturnHeader/ReturnTs02019-06-27T12:02:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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