Civic Intelligence

Kendall & Taylor Atkinson Foundation

990EZ • Fiscal year 2020 • EIN 20-4404637

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 18, 2021

PO Box 3514Littleton, CO 80161-3514

(303) 349-1309

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

81st percentile

56%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-45%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$56,679

Up $20,292 (+56%) from 2019

Net Assets

Up

$56,679

Up $20,292 (+56%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$182,440

Down $151,624 (-45%) from 2019

Expenses

Down

$162,148

Down $167,887 (-51%) from 2019

Net Income

Up

$20,292

Up $16,263 (+404%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $2,589Liabilities 2011: $0Net Assets 2011: $2,5892011Assets 2012: $6,781Liabilities 2012: $0Net Assets 2012: $6,7812012Assets 2013: $4,724Liabilities 2013: $0Net Assets 2013: $4,7242013Assets 2014: $12,852Liabilities 2014: $0Net Assets 2014: $12,8522014Assets 2015: $40,128Liabilities 2015: $0Net Assets 2015: $40,1282015Assets 2016: $68,775Liabilities 2016: $0Net Assets 2016: $68,7752016Assets 2017: $61,745Liabilities 2017: $0Net Assets 2017: $61,7452017Assets 2018: $7,358Liabilities 2018: $0Net Assets 2018: $7,3582018Assets 2019: $36,387Liabilities 2019: $0Net Assets 2019: $36,3872019Assets 2020: $56,679Liabilities 2020: $0Net Assets 2020: $56,6792020Assets 2021: $80,595Liabilities 2021: $0Net Assets 2021: $80,5952021Assets 2022: $62,960Liabilities 2022: $0Net Assets 2022: $62,9602022Assets 2023: $80,915Liabilities 2023: $0Net Assets 2023: $80,9152023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$56,679
Liabilities$0
Net Assets$56,679

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $177,9912011Expenses 2012: $208,7512012Revenue 2013: $222,490Expenses 2013: $224,547Net Income 2013: -$2,0572013Revenue 2014: $265,098Expenses 2014: $256,970Net Income 2014: $8,1282014Revenue 2015: $214,269Expenses 2015: $186,993Net Income 2015: $27,2762015Revenue 2016: $416,892Expenses 2016: $388,245Net Income 2016: $28,6472016Revenue 2017: $428,243Expenses 2017: $435,273Net Income 2017: -$7,0302017Revenue 2018: $334,833Expenses 2018: $389,220Net Income 2018: -$54,3872018Revenue 2019: $334,064Expenses 2019: $330,035Net Income 2019: $4,0292019Revenue 2020: $182,440Expenses 2020: $162,148Net Income 2020: $20,2922020Revenue 2021: $195,999Expenses 2021: $143,583Net Income 2021: $52,4162021Revenue 2022: $178,816Expenses 2022: $196,451Net Income 2022: -$17,6352022Revenue 2023: $163,144Expenses 2023: $145,189Net Income 2023: $17,9552023Revenue 2024: $22,533Expenses 2024: $103,448Net Income 2024: -$80,9152024

Highlighted filing

2020

Revenue$182,440
Expenses$162,148
Net Income$20,292
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 18, 2021
Return Version
2020v4.1
Gross Receipts
$193,387
Mission and Program Overview

Mission

To raise money for charitable allocation.

The mission of kata is to fund research of treatments and a cure for fanconi anemia. In addition, kata seeks to improve the lives of children living with the challenges of disease, disability, and poverty.

Program Services

DescriptionGrantsExpenses
ALLOCATIONS WERE MADE TO THE FANCONI ANEMIA RESEARCH FUND TO SUPPORT MEDICAL, SCIENTIFIC AND TREATMENT RESEARCH OF FANCONI ANEMIA AND ITS RELATED CANCERS:$62,500 WAS ALLOCATED TO FUND RESEARCH ENTITLED CORRECTION OF FANCONI ANEMIA MUTATIONS USING DIGITAL GENOME ENGINEERING. THE RESEARCH IS BEING CONDUCTED BY BRANDON MORIARITY, PHD; BEAU WEBBER, PHD; JOHN WAGNER, MD AT THE UNIVERSITY OF MINNESOTA.HEMATOPOIETIC CELL TRANSPLANTS FOR TREATING BONE MARROW FAILURE IN PEOPLE WITH FA CARRY RISK DUE TO TOXIC PRECONDITIONING REGIMES. THIS PROJECT AIMS TO APPLY NEW GENE EDITING TECHNOLOGIES THAT CAN EFFICIENTLY CORRECT FA MUTATIONS IN HEMATOPOIETIC STEM CELLS. THIS PRECLINICAL STUDY WILL INFORM EVENTUAL CLINICAL APPLICATION FOR GENE EDITING AS A WAY TO CULTIVATE HEALTHY BONE MARROW IN PATIENTS.$62,500 WAS ALLOCATED TO FUND RESEARCH ENTITLED A SMALL MOLECULE APPROACH TO OVERCOME REPLICATION DYSFUNCTION IN FA. THE RESEARCH IS BEING CONDUCTED BY SHARON B. CANTOR, PHD; PETER KURE, MD-- UNIVERSITY OF MASSACHUSETTS, AND CHILDREN'S HOSPITAL OF PHILADELPHIA.BONE MARROW FAILURE IN FA IS CAUSED BY FAULTY DNA REPLICATION. THE GOAL OF THIS PROPOSAL IS TO IDENTIFY DRUGS THAT CAN IMPROVE DNA REPLICATION AND, ULTIMATELY, HEMATOPOIETIC STEM CELL FUNCTION IN FA.$1,050 WAS ALLOCATED TO THE GENERAL RESEARCH FUND.$151,050$151,050
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE RICEPresidentPT$0--
JEANNE ATKINSONTreasurerPT$0--
SHELLY BEARDSecretaryPT$0--
RICHARD DICK BEARDBoard MemberPT$0--
ANGIE RICEBoard MemberPT$0--
ADAM SANDSBoard MemberPT$0--
LINDA JOY WURTZBACHERBoard MemberPT$0--
MATT WURTZBACHERBoard MemberPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hoop N Holler$142,288$2,650$5,071$-2,421
Total Events$142,288$2,650$10,947$-8,297
Filing and Contact Details

Filer

Filer Name
Kendall & Taylor Atkinson Foundation
EIN
20-4404637
Phone
3033491309
Address
PO BOX 3514, LITTLETON, CO 80161-3514

Signing Officer

Name
Jeanne Atkinson
Title
Treasurer
Phone
3033491309
Signed
2021-10-18
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
6565 AMERICAS PARKWAY NE STE 600, ALBUQUERQUE, NM 87110
Preparer
Pamela Alexanderson
Phone
5058787200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: investment income. Amount: 193. Description: miscellaneous income. Amount: 116. Total to form 990-ez, line 8: 309.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grant. Grantee name: fanconi anemia research fund. Grantee address: 1801 williamette, suite 200 eugene, or 97401. Amount given: 126,050.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grant. Grantee name: lubird's light foundation. Grantee address: 5540 e 4th ave denver, co 80220. Amount given: 25,000. Total included on form 990-ez, line 10: 151,050.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: credit card fees. Amount: 2,525. Description: insurance. Amount: 1,619. Description: office expenses. Amount: 45. Description: dues and subscriptions. Amount: 795. Description: miscellaneous operations expense. Amount: 39. Description: information technology. Amount: 2,606. Total to form 990-ez, line 16: 7,629.

Raw XML Appendix209 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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IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF KATA IS TO FUND RESEARCH OF TREATMENTS AND A CURE FOR FANCONI ANEMIA. IN ADDITION, KATA SEEKS TO IMPROVE THE LIVES OF CHILDREN LIVING WITH THE CHALLENGES OF DISEASE, DISABILITY, AND POVERTY.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALLOCATIONS WERE MADE TO THE FANCONI ANEMIA RESEARCH FUND TO SUPPORT MEDICAL, SCIENTIFIC AND TREATMENT RESEARCH OF FANCONI ANEMIA AND ITS RELATED CANCERS:$62,500 WAS ALLOCATED TO FUND RESEARCH ENTITLED CORRECTION OF FANCONI ANEMIA MUTATIONS USING DIGITAL GENOME ENGINEERING. THE RESEARCH IS BEING CONDUCTED BY BRANDON MORIARITY, PHD; BEAU WEBBER, PHD; JOHN WAGNER, MD AT THE UNIVERSITY OF MINNESOTA.HEMATOPOIETIC CELL TRANSPLANTS FOR TREATING BONE MARROW FAILURE IN PEOPLE WITH FA CARRY RISK DUE TO TOXIC PRECONDITIONING REGIMES. THIS PROJECT AIMS TO APPLY NEW GENE EDITING TECHNOLOGIES THAT CAN EFFICIENTLY CORRECT FA MUTATIONS IN HEMATOPOIETIC STEM CELLS. THIS PRECLINICAL STUDY WILL INFORM EVENTUAL CLINICAL APPLICATION FOR GENE EDITING AS A WAY TO CULTIVATE HEALTHY BONE MARROW IN PATIENTS.$62,500 WAS ALLOCATED TO FUND RESEARCH ENTITLED A SMALL MOLECULE APPROACH TO OVERCOME REPLICATION DYSFUNCTION IN FA. THE RESEARCH IS BEING CONDUCTED BY SHARON B. CANTOR, PHD; PETER KURE, MD-- UNIVERSITY OF MASSACHUSETTS, AND CHILDREN'S HOSPITAL OF PHILADELPHIA.BONE MARROW FAILURE IN FA IS CAUSED BY FAULTY DNA REPLICATION. THE GOAL OF THIS PROPOSAL IS TO IDENTIFY DRUGS THAT CAN IMPROVE DNA REPLICATION AND, ULTIMATELY, HEMATOPOIETIC STEM CELL FUNCTION IN FA.$1,050 WAS ALLOCATED TO THE GENERAL RESEARCH FUND.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 193. DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 116. TOTAL TO FORM 990-EZ, LINE 8: 309.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: FANCONI ANEMIA RESEARCH FUND. GRANTEE ADDRESS: 1801 WILLIAMETTE, SUITE 200 EUGENE, OR 97401. AMOUNT GIVEN: 126,050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: LUBIRD'S LIGHT FOUNDATION. GRANTEE ADDRESS: 5540 E 4TH AVE DENVER, CO 80220. AMOUNT GIVEN: 25,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 151,050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CREDIT CARD FEES. AMOUNT: 2,525. DESCRIPTION: INSURANCE. AMOUNT: 1,619. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 45. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 795. DESCRIPTION: MISCELLANEOUS OPERATIONS EXPENSE. AMOUNT: 39. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,606. TOTAL TO FORM 990-EZ, LINE 16: 7,629.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087110
ReturnHeader/PreparerPersonGrp/PhoneNum05058787200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA ALEXANDERSON
ReturnHeader/ReturnTs02021-10-26T09:35:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ATKINSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.23$1.03$0.81
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$1.63$1.45$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$1.79$1.96$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$1.96$1.44$0.52
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.82$1.62$0.20
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$3.34$3.30$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$3.35$3.89$0.54
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$4.28$4.35$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$4.17$3.88$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$2.14$1.87$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$2.65$2.57$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$2.22$2.25$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$2.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$1.78