Civic Intelligence

Katie Samson Foundation Inc

990 • Fiscal year 2018 • EIN 23-3069536

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 10, 2019

Organization ProfileN/A
522 Brookside AvenueSt Davids, PA 19087

(610) 862-1977

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

13th percentile

-34%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$61,189

Down $32,067 (-34%) from 2017

Net Assets

Down

$61,189

Down $32,067 (-34%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin11th percentile

Revenue

Down

$97,578

Down $11,530 (-11%) from 2017

Expenses

Down

$129,645

Down $72,049 (-36%) from 2017

Net Income

Up

-$32,067

Up $60,519 (+65%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$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

2018

Assets$61,189
Liabilities$0
Net Assets$61,189
Open 2018 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$97,578
Expenses$129,645
Net Income-$32,067
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 10, 2019
Return Version
2018v3.1
Gross Receipts
$164,898
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

To raise money for spinal cord injury research

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$63,106--
Savings and Temporary Cash Investments$30,150$61,189▲ $31,039
Total Assets$93,256$61,189▼ $32,067
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$93,256$61,189▼ $32,067
Total Net Assets Fund Balance$93,256$61,189▼ $32,067
Total Liabilities and Net Assets / Fund Balance$93,256$61,189▼ $32,067
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Murray GrossmanPresident
Peter SamsonTreasurer
William GermanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$93,647
Program Service Revenue
$0
Investment Income
$128
Other Revenue
$3,803
All Other Contributions
$43,264
Change in Net Assets
$-32,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$125,000
Other Expenses$4,645
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$125,000--$125,000
Fees for Services Accounting-$1,850-$1,850
Insurance-$1,495-$1,495
Other Expenses-$50-$50
Total Functional Expenses$125,000$4,645$0$129,645
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Help Hope LiveRadnor, PA-Support for Disabled$40,000
The Miami ProjectMiami, FL-Research$20,000
Empower Spinal Cord InjuryBoston, MA-Therapeutic Services$15,000
Art ReachPhiladelphia, PA-Svs for the Disabled$10,000
Legal Clinic for the DisabledPhiladelphia, PA-Legal Services$10,000
Magee RehabilitationPhiladelphia, PA-Athletic Programming$10,000
Operation First ResponseCulpepper, VA-Research$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$71,123
Fundraising Direct Expenses$67,320
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Festival Fundra$121,506$71,123$67,320$3,803
Total Events$121,506$71,123$67,320$3,803
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
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 8A

“There is a written record of the major decisions of the governing body regarding where funds will be disbursed; however, general minutes of meetings are not maintained.”

Form 990, Page 6, Part VI, Line 8B

“The foundation does not have formal committees.”

Form 990, Page 6, Part VI, Line 11B

“The treasurer and, at times, the president reviews the 990 before issuance.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Katie Samson Foundation Inc
EIN
23-3069536
Phone
6108621977
Address
522 BROOKSIDE AVENUE, ST DAVIDS, PA 19087

Signing Officer

Name
Chuck Bernicker
Title
Treasurer
Phone
6108621977
Signed
2019-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Samson
Formed
2001
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
100

Preparer

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

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is exempt from income tax under irc section 501(c)(3), though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the code. The foundation has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations; and to identify and evaluate other matters that may be considered tax positions. The foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements.”

Raw XML Appendix365 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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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5PA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS A WRITTEN RECORD OF THE MAJOR DECISIONS OF THE GOVERNING BODY REGARDING WHERE FUNDS WILL BE DISBURSED; HOWEVER, GENERAL MINUTES OF MEETINGS ARE NOT MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION DOES NOT HAVE FORMAL COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER AND, AT TIMES, THE PRESIDENT REVIEWS THE 990 BEFORE ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATIE SAMSON FOUNDATION INC
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ReturnHeader/FilingSecurityInformation/IPTm011:54:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471352305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNELL & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0165 TOWNSHIP LINE RD STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JENKINTOWN
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERENCE M O'CONNELL
ReturnHeader/ReturnTs02019-11-11T11:54:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,189
Liabilities
$0
Net assets
$61,189
Revenue
$97,578
Expenses
$129,645
Net income
-$32,067
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