Civic Intelligence

Katie Samson Foundation Inc

EIN 23-3069536 • 501(c)3 • Villanova, PA

Profile

To raise money for spinal cord injury research and to contribute to organizations that improve the quality of life of those with spinal cord injuries

107 Hillside CircleVillanova, PA 19085

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

7th percentile

-197%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

48th percentile

-3.4%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

7th percentile

-91%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$60,159

Down $2,090 (-3.4%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$60,159

Down $2,090 (-3.4%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$1,059

Down $10,659 (-91%) from 2020

Expenses

Down

$3,149

Down $3,084 (-49%) from 2020

Net Income

Down

-$2,090

Down $7,575 (-138%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$300K$200K$100K$0Assets 2010: $35,217Liabilities 2010: $02010Assets 2011: $47,554Liabilities 2011: $02011Assets 2012: $47,145Liabilities 2012: $0Net Assets 2012: $47,1452012Assets 2013: $39,161Liabilities 2013: $0Net Assets 2013: $39,1612013Assets 2014: $131,715Liabilities 2014: $0Net Assets 2014: $131,7152014Assets 2015: $230,495Liabilities 2015: $0Net Assets 2015: $230,4952015Assets 2016: $185,842Liabilities 2016: $0Net Assets 2016: $185,8422016Assets 2017: $93,256Liabilities 2017: $0Net Assets 2017: $93,2562017Assets 2018: $61,189Liabilities 2018: $0Net Assets 2018: $61,1892018Assets 2019: $56,764Liabilities 2019: $0Net Assets 2019: $56,7642019Assets 2020: $62,249Net Assets 2020: $62,2492020Assets 2021: $60,159Net Assets 2021: $60,1592021

Highlighted filing

2021

Assets$60,159
Liabilities-
Net Assets$60,159
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $156,551Expenses 2010: $151,686Net Income 2010: $4,8652010Revenue 2011: $173,709Expenses 2011: $161,372Net Income 2011: $12,3372011Revenue 2012: $187,024Expenses 2012: $155,000Net Income 2012: $32,0242012Revenue 2013: $196,697Expenses 2013: $180,385Net Income 2013: $16,3122013Revenue 2014: $212,747Expenses 2014: $120,193Net Income 2014: $92,5542014Revenue 2015: $157,192Expenses 2015: $57,617Net Income 2015: $99,5752015Revenue 2016: $104,880Expenses 2016: $62,186Net Income 2016: $42,6942016Revenue 2017: $109,108Expenses 2017: $201,694Net Income 2017: -$92,5862017Revenue 2018: $97,578Expenses 2018: $129,645Net Income 2018: -$32,0672018Revenue 2019: $108,317Expenses 2019: $112,742Net Income 2019: -$4,4252019Revenue 2020: $11,718Expenses 2020: $6,233Net Income 2020: $5,4852020Revenue 2021: $1,059Expenses 2021: $3,149Net Income 2021: -$2,0902021

Highlighted filing

2021

Revenue$1,059
Expenses$3,149
Net Income-$2,090
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,159
Liabilities
-
Net assets
$60,159
Revenue
$1,059
Expenses
$3,149
Net income
-$2,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.01$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.12$0.06$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.08$1.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.98$1.30$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.09$2.02$0.93
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$1.05$0.62$0.43
2015Summary only. Only limited summary data is available for this year.$2.30$0.00$2.30$1.57$0.58$1.00
2014Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$2.13$1.20$0.93
2013Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$1.97$1.80$0.16
2012Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$1.87$1.55$0.32
2011Summary only. Only limited summary data is available for this year.$0.48$0.00$1.74$1.61$0.12
2010Summary only. Only limited summary data is available for this year.$0.35$0.00$1.57$1.52$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 25, 2022
Return Version
2021v4.0
Gross Receipts
$1,059
Mission and Program Overview

Mission

To raise money for spinal cord injury research and to contribute to organizations that improve the quality of life of those with spinal cord injuries

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO ORGANIZATIONS THAT PERFORM SPINAL CORD INJURY RESEARCH AND THAT IMPROVE THE QUALITY OF LIFE OF THOSE WITH SPINAL CORD INJURIES.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MURRAY GROSSMANPresident-$0--
WILLIAM GERMANVice Preside-$0--
CHUCK BERNICKERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Katie Samson Foundation Inc
EIN
23-3069536
Phone
6108621977
Address
107 HILLSIDE CIRCLE, VILLANOVA, PA 19085

Signing Officer

Name
Chuck Bernicker
Title
Treasurer
Phone
6108621977
Signed
2022-04-25
Discuss with paid preparer
Yes

Preparer

Firm
O'CONNELL & COMPANY LLC
Address
165 TOWNSHIP LINE RD STE 1100, JENKINTOWN, PA 19046
Preparer
Dorothy V Mohan
Phone
2158874425
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 1,800 bank fees 249 total 2,049”

Form 990-ez, Part III

“To raise money for spinal cord injury research and to contribute to organizations that improve the quality of life of those with spinal cord injuries”

Form 990-ez, Part V, Line 34

“One march 8, 2022, the board resolved to dissolve the foundation effective january 1, 2022.”

Raw XML Appendix132 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0CHUCK BERNICKER
IRS990EZ/BooksInCareOfDetail/PhoneNum06108621977
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0107 HILLSIDE CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VILLANOVA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062249
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060159
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/ContributionsGiftsGrantsEtcAmt01040
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2090
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt060159
IRS990EZ/GrossReceiptsAmt01059
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062249
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060159
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060159
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHUCK BERNICKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02049
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE MONEY FOR SPINAL CORD INJURY RESEARCH AND TO CONTRIBUTE TO ORGANIZATIONS THAT IMPROVE THE QUALITY OF LIFE OF THOSE WITH SPINAL CORD INJURIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS TO ORGANIZATIONS THAT PERFORM SPINAL CORD INJURY RESEARCH AND THAT IMPROVE THE QUALITY OF LIFE OF THOSE WITH SPINAL CORD INJURIES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03149
IRS990EZ/TotalRevenueAmt01059
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 74,823
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt092413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt093647
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0101552
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0300680
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt062
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0128
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0233
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0478
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt074823
IRS990ScheduleA/OtherIncome170Grp/TotalAmt074823
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79970
IRS990ScheduleA/PublicSupportPY170Pct00.84410
IRS990ScheduleA/PublicSupportTotal170Amt0300680
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01040
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012028
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt092413
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt093647
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0101552
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0300680
IRS990ScheduleA/TotalSupportAmt0375981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 1,800 BANK FEES 249 TOTAL 2,049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO RAISE MONEY FOR SPINAL CORD INJURY RESEARCH AND TO CONTRIBUTE TO ORGANIZATIONS THAT IMPROVE THE QUALITY OF LIFE OF THOSE WITH SPINAL CORD INJURIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ONE MARCH 8, 2022, THE BOARD RESOLVED TO DISSOLVE THE FOUNDATION EFFECTIVE JANUARY 1, 2022.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART V, LINE 34
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK BERNICKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06108621977
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATIE SAMSON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KATI
ReturnHeader/Filer/EIN0233069536
ReturnHeader/Filer/PhoneNum06108621977
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 HILLSIDE CIRCLE
ReturnHeader/Filer/USAddress/CityNm0VILLANOVA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019085
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471352305
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0165 TOWNSHIP LINE RD STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JENKINTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019046
ReturnHeader/PreparerPersonGrp/PhoneNum02158874425
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOROTHY V MOHAN
ReturnHeader/ReturnTs02022-04-25T13:58:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHUCK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNICKER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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