Civic Intelligence

Kendall & Taylor Atkinson Foundation

990 • Fiscal year 2021 • EIN 20-4404637

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

71st percentile

27%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

78th percentile

42%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

7.4%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$80,595

Up $23,916 (+42%) from 2020

Net Assets

Up

$80,595

Up $23,916 (+42%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$195,999

Up $13,559 (+7.4%) from 2020

Expenses

Down

$143,583

Down $18,565 (-11%) from 2020

Net Income

Up

$52,416

Up $32,124 (+158%) from 2020

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

2021

Assets$80,595
Liabilities$0
Net Assets$80,595

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

2021

Revenue$195,999
Expenses$143,583
Net Income$52,416
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Gross Receipts
$229,515
Mission and Program Overview

Mission

To raise money for charitable allocation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$56,679$80,595▲ $23,916
Total Assets$56,679$80,595▲ $23,916
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$56,679$80,595▲ $23,916
Total Net Assets Fund Balance$56,679$80,595▲ $23,916
Total Liabilities and Net Assets / Fund Balance$56,679$80,595▲ $23,916
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve RicePresident
Adam SandsBoard Member
Angie RiceBoard Member
Linda Joy WurtzbacherBoard Member
Matt WurtzbacherBoard Member
Richard Dick BeardBoard Member
Shelly BeardSecretary
Jeanne AtkinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$229,515
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-33,516
All Other Contributions
$51,676
Change in Net Assets
$52,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$137,000
Other Expenses$6,583
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$137,000--$137,000
Other Expenses-$3,447-$3,447
Insurance-$1,619-$1,619
Fees for Services Accounting-$1,200-$1,200
Information Technology-$270-$270
Office Expenses-$47-$47
Total Functional Expenses$137,000$6,583$0$143,583
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fanconi Anemia Research FundEugene, OR501(c)(3)To Support Scientific, Medical, and Treatment Research of Fanconi Anemia and Its Related Cancers and to Provide Education and Support Services to Affected Families.$137,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$33,516
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hoop N Holler$177,839-$15,866-
Total Events$177,839-$33,516$-33,516
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Steve rice, board president, and angie rice, board member, family relationship shelly beard, board secretary, and richard beard, board member, family relationship linda joy wurtzbacher and matt wurtzbacher, board members, family relationship

Form 990, Part VI, Section B, Line 11B

Copies of the form 990 are provided to the board members for review before filing, either at a board meeting or via e-mail.

Form 990, Part VI, Section B, Line 12C

An interested person may make a presentation at the governing board or committee meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. After exercising due diligence, the governing board or committee shall determine whether the corporation can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the corporation's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, it shall make its decision as to whether to enter into the transaction or arrangement.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

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
2022-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanne Atkinson
Formed
2006
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
25

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, PART XI, LINE 9:

Refund of contributions from cancelled event -28,500.

Raw XML Appendix375 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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IRS990/Desc0ALLOCATIONS WERE MADE TO THE FANCONI ANEMIA RESEARCH FUND TO SUPPORT MEDICAL, SCIENTIFIC AND TREATMENT RESEARCH OF FANCONI ANEMIA AND ITS RELATED CANCERS: *$60,000 WAS ALLOCATED TO FUND FURTHER RESEARCH ENTITLED GELFITNIB/AFATNIB THERAPY FOR HEAD AND NECK SQUAMOUS CELL CARCINOMA IN FANCONI ANEMIA. THE RESEARCH IS BEING CONDUCTED BY JORDI MINGUILLON, PHD AND JORDI SURRALLES PHD, SPAIN. THE GOAL OF THIS RESEARCH IS TO DEVELOP NEW THERAPIES TO PREVENT, CURE OR AMELIORATE FA HEAD AND NECK SQUAMOUS CELL CARCINOMA. BEYOND SURGERY THERE IS CURRENTLY NO EFFECTIVE THERAPY TO TREAT PEOPLE WITH FA WHO DEVELOP SOLID TUMORS. RESEARCHERS WILL EXAMINE TWO CURRENTLY FDA-APPROVED DRUGS AS A POTENTIAL FOR SOLID TUMORS IN FA AND DEVELOP A MULTICENTER INTERNATIONAL CLINICAL TRIAL FOR FA PATIENTS.*$71,118 WAS ALLOCATED TO FULLY FUND RESEARCH ENTITLED FANCONI ANEMIA ASSOCIATED NEUROLOGICAL SYNDROME-A SEARCH FOR A CAUSE WITH ADVANCED TECHNOLOGIES. THE RESEARCH IS BEING CONDUCTED BY INVESTIGATORS PRASHANTH RAMACHANDRAN, MD AND MICHAEL WILSON, MD AND COLLABORATOR EUNIKE VELLEUR, MD AT THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO. FANCONI ANEMIA ASSOCIATED NEUROLOGICAL SYNDROME (FANS) IS A NOVEL AND PROGRESSIVE CONDITION THAT AFFECTS A SUBSET OF PATIENTS WITH FANCONI ANEMIA (FA). THE CONDITION LEADS TO SIGNIFICANT DISABILITY, AND CURRENTLY THERE IS NO KNOWN CAUSE, AND A VARIETY OF EMPIRIC TREATMENTS HAVE NOT BEEN EFFECTIVE. FANS IS CHARACTERIZED BY CONTRAST ENHANCING AND CALCIFIC LESIONS ON BRAIN MRI, WITH BRAIN BIOPSIES DEMONSTRATING NECROSIS, GLIOSIS AND VASCULOPATHY. THE CLINICAL COURSE IS PROGRESSIVE, WITH SLOW ACCUMULATION OF LESIONS AND DISABILITY, PUNCTURED BY DEVELOPMENT OF LARGE CONTRAST ENHANCING LESIONS WITH SIGNIFICANT EDEMA. CURRENTLY, THERE ARE SEVERAL HYPOTHESES FOR THE UNDERLYING CAUSE INCLUDING INFECTIOUS, AUTOIMMUNE, GENETIC AND VASCULAR ETIOLOGIES. WITH NO DEFINITIVE ETIOLOGY HAVING BEEN IDENTIFIED, APPROPRIATE MANAGEMENT OF PATIENTS REMAINS UNCLEAR. CHARACTERIZING THE CLINICAL PHENOTYPE OF FANS AND UNDERLYING PATHOLOGICAL MECHANISM(S) WILL PROVIDE THENECESSARY STEPS TOWARDS DEVELOPING PREVENTION AND TREATMENT OPTIONS FOR PATIENTS WITH FANS.*$5,882 WAS ALLOCATED TO PARTIALLY FUND RESEARCH ENTITLED UNDERSTANDING CLONAL HEMATOPOIESIS IN FANCONI ANEMIA TO IMPROVE PATIENT SURVEILLANCE STRATEGIES. THIS RESEARCH IS BEING CONDUCTED BY GRANT ROWE, MD, PHD AT BOSTON'S CHILDREN'S HOSPITAL.CLONAL HEMATOPOIESIS (CH) DEVELOPS AS A RESULT OF ACCUMULATION OF CYTOGENETIC ABNORMALITIES IN HEMATOPOIETIC STEM CELLS (HSCS) AND IS A PRECURSOR TO MYELODYSPLASTIC SYNDROME (MDS) OR ACUTE MYELOID LEUKEMIA (AML). INDIVIDUALS WITH BONE MARROW FAILURE (BMF) DISORDERS SUCH AS FANCONI ANEMIA (FA) EXPERIENCE ACCELERATED CH WITH ONSET AS SOON AS THE FIRST FEW YEARS OF LIFE RESULTING IN A VERY HIGH RISK OF DEVELOPING MDS AND AML AS A TEENAGER OR YOUNG ADULT. FA PATIENTS ARE ROUTINELY SCREENED FOR THE PRESENCE OF CH BY ASSAYING FOR SOMATIC MUTATIONS OR CYTOGENETIC ALTERATIONS WITHIN BONE MARROW CELLS. THE IDENTIFICATION OF CH IN FA PATIENTS HAS PROFOUND IMPACT ON THEIR CARE AS THIS OFTEN LEADS TO IMMEDIATE ALLOGENEIC STEM CELL TRANSPLANTATION (SCT) AND CONSEQUENT EXPOSURE TO THE SHORT- AND LONG-TERM TOXICITIES OF SCT. DESPITE THE WELL-KNOWN RISK OF AML IN FA, CH IN FA IS NOT WELL UNDERSTOOD, WITH ONLY A FEW EXISTING PUBLICATIONS DESCRIBING THE SOMATIC MUTATIONAL SPECTRUM OF CLONAL MYELOID DISORDERS IN FA. MOREOVER, THE MECHANISTIC ROLE OF RECURRENT CYTOGENETIC ABNORMALITIES AND POINT MUTATIONS IN OVERCOMING HSC SENESCENCE AND PROMOTING THE EXPANSION OF FA HSCS AND CONFERRING MDS/AML RISK IS ENTIRELY UNKNOWN. DELINEATION OF THE CELLULAR AND MOLECULAR EFFECTS OF GENETIC ALTERATIONS RECURRENTLY SEEN IN FA CH ON HSC WILL TRANSLATE INTO RISK STRATIFICATION OF FA CH PATIENTS, WITH THE POTENTIAL TO DIRECTLY IMPACT CLINICAL MANAGEMENT, INCLUDING THE USE OF SCT.
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IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0229515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0190428
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0329121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0338890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0419765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01507719
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0193
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt099
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt075
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0367
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0190880
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0116
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0116
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77380
IRS990ScheduleA/PublicSupportPY170Pct00.79520
IRS990ScheduleA/PublicSupportTotal170Amt01167058
IRS990ScheduleA/SubstantialContributorsTotAmt0340661
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0229515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0190428
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0329121
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0338890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0419765
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01507719
IRS990ScheduleA/TotalSupportAmt01508202
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt015000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt015000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0177839
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0177839
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033516
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOOP N HOLLER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0177839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0177839
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-33516
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02650
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02650
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015866
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015866
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0137000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT SCIENTIFIC, MEDICAL, AND TREATMENT RESEARCH OF FANCONI ANEMIA AND ITS RELATED CANCERS AND TO PROVIDE EDUCATION AND SUPPORT SERVICES TO AFFECTED FAMILIES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FANCONI ANEMIA RESEARCH FUND
IRS990ScheduleI/RecipientTable/RecipientEIN0930995453
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01801 WILLIAMETTE SUITE 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EUGENE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD ANNUALLY ASKS FOR AND RECEIVES AN UPDATE ON THE PROGRESS OF THE RESEARCH THAT WAS FUNDED FOR ALL YEARS. IN THE CASE OF NON-RESEARCH FUNDING, THE MONITORING VARIES DEPENDING ON THE PROJECT FUNDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STEVE RICE, BOARD PRESIDENT, AND ANGIE RICE, BOARD MEMBER, FAMILY RELATIONSHIP SHELLY BEARD, BOARD SECRETARY, AND RICHARD BEARD, BOARD MEMBER, FAMILY RELATIONSHIP LINDA JOY WURTZBACHER AND MATT WURTZBACHER, BOARD MEMBERS, FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE FORM 990 ARE PROVIDED TO THE BOARD MEMBERS FOR REVIEW BEFORE FILING, EITHER AT A BOARD MEETING OR VIA E-MAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REFUND OF CONTRIBUTIONS FROM CANCELLED EVENT -28,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt056679
IRS990/TotalAssetsEOYAmt080595
IRS990/TotalAssetsGrp/BOYAmt056679
IRS990/TotalAssetsGrp/EOYAmt080595
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0229515
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06583
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0137000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0143583
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt056679
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt080595
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0137000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-33516
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0195999
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt056679
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt080595
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06192 E LONG CIR SO
IRS990/USAddress/CityNm0CENTENNIAL
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080112
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.KATAFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNE ATKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03033491309
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENDALL & TAYLOR ATKINSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KEND
ReturnHeader/Filer/EIN0204404637
ReturnHeader/Filer/PhoneNum03033491309
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3514
ReturnHeader/Filer/USAddress/CityNm0LITTLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0801613514
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06565 AMERICAS PARKWAY NE STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087110
ReturnHeader/PreparerPersonGrp/PhoneNum05058787200
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA ALEXANDERSON
ReturnHeader/ReturnTs02022-11-10T09:47:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ATKINSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$1.96$1.44$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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