Civic Intelligence

The Karen Katen Foundation

EIN 20-7103490 • Westport, CT

PO Box 2630Westport, CT 06880
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

96th percentile

103%

Faster asset growth than 96% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,265,005

Up $1,657,733 (+103%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,265,005

Up $1,657,733 (+103%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin96th percentile

Revenue

Up

$1,996,997

Up $2,017,440 (+9869%) from 2023

Expenses

Down

$341,962

Down $257,236 (-43%) from 2023

Net Income

Up

$1,655,035

Up $2,274,676 (+367%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $526,174Liabilities 2011: $02011Assets 2012: $126,266Liabilities 2012: $02012Assets 2013: $209,179Liabilities 2013: $02013Assets 2014: $373,198Liabilities 2014: $02014Assets 2015: $1,342,853Liabilities 2015: $02015Assets 2019: $4,282,673Liabilities 2019: $0Net Assets 2019: $4,282,6732019Assets 2020: $3,783,939Liabilities 2020: $0Net Assets 2020: $3,783,9392020Assets 2021: $3,336,133Liabilities 2021: $0Net Assets 2021: $3,336,1332021Assets 2022: $2,230,804Liabilities 2022: $0Net Assets 2022: $2,230,8042022Assets 2023: $1,607,272Liabilities 2023: $0Net Assets 2023: $1,607,2722023Assets 2024: $3,265,005Liabilities 2024: $0Net Assets 2024: $3,265,0052024

Highlighted filing

2024

Assets$3,265,005
Liabilities$0
Net Assets$3,265,005
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $559,664Expenses 2011: $499,635Net Income 2011: $60,0292011Revenue 2012: $320,017Expenses 2012: $719,925Net Income 2012: -$399,9082012Revenue 2013: $313,090Expenses 2013: $230,177Net Income 2013: $82,9132013Revenue 2014: $512,561Expenses 2014: $348,644Net Income 2014: $163,9172014Revenue 2015: $1,238,478Expenses 2015: $268,823Net Income 2015: $969,6552015Revenue 2019: $2,482,669Expenses 2019: $727,222Net Income 2019: $1,755,4472019Revenue 2020: $1,283,669Expenses 2020: $683,036Net Income 2020: $600,6332020Revenue 2021: $223,301Expenses 2021: $670,259Net Income 2021: -$446,9582021Revenue 2022: -$373,598Expenses 2022: $697,156Net Income 2022: -$1,070,7542022Revenue 2023: -$20,443Expenses 2023: $599,198Net Income 2023: -$619,6412023Revenue 2024: $1,996,997Expenses 2024: $341,962Net Income 2024: $1,655,0352024

Highlighted filing

2024

Revenue$1,996,997
Expenses$341,962
Net Income$1,655,035
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,265,005
Liabilities
$0
Net assets
$3,265,005
Revenue
$1,996,997
Expenses
$341,962
Net income
$1,655,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$2.00$0.34$1.66
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.02$0.60$0.62
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.37$0.70$1.07
2021Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.22$0.67$0.45
2020Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$1.28$0.68$0.60
2019Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$2.48$0.73$1.76
2015Summary only. Only limited summary data is available for this year.$1.34$0.00$1.24$0.27$0.97
2014Summary only. Only limited summary data is available for this year.$0.37$0.00$0.51$0.35$0.16
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.31$0.23$0.08
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.32$0.72$0.40
2011Summary only. Only limited summary data is available for this year.$0.53$0.00$0.56$0.50$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen L KatenTrustee-$0--
Donna Katen-BahenskyTrustee-$0--
Elwood B DavisTrustee-$0--
Robert E Williams JrTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Karen Katen Foundation
EIN
20-7103490
Phone
2032268997
Address
PO Box 2630, Westport, CT 06880

Signing Officer

Name
Elwood B Davis
Title
Trustee
Phone
2032268997
Signed
2025-03-28

Preparer

Firm
Northeast Financial Consultants Inc
Address
PO Box 2630, WESTPORT, CT 06880
Preparer
Elwood B Davis
Phone
2032268997
Raw XML AppendixShowing 400 of 874 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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