Civic Intelligence

Katie Samson Foundation Inc

990 • Fiscal year 2019 • EIN 23-3069536

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization ProfileN/A
107 Hillside CircleVillanova, PA 19085

(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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

32nd percentile

-4.1%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

32nd percentile

-7.2%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$56,764

Down $4,425 (-7.2%) from 2018

Net Assets

Down

$56,764

Down $4,425 (-7.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin32nd percentile

Revenue

Up

$108,317

Up $10,739 (+11%) from 2018

Expenses

Down

$112,742

Down $16,903 (-13%) from 2018

Net Income

Up

-$4,425

Up $27,642 (+86%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2019

Assets$56,764
Liabilities$0
Net Assets$56,764
Open 2019 Filing

Operations Trend

Revenue Growth64th 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

2019

Revenue$108,317
Expenses$112,742
Net Income-$4,425
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$167,298
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
Savings and Temporary Cash Investments$61,189$56,764▼ $4,425
Total Assets$61,189$56,764▼ $4,425
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$61,189$56,764▼ $4,425
Total Net Assets Fund Balance$61,189$56,764▼ $4,425
Total Liabilities and Net Assets / Fund Balance$61,189$56,764▼ $4,425
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Murray GrossmanPresident
Chuck BernickerTreasurer
William GermanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$92,413
Program Service Revenue
$0
Investment Income
$62
Other Revenue
$15,842
All Other Contributions
$17,165
Change in Net Assets
$-4,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,000
Other Expenses$2,742
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$110,000--$110,000
Insurance-$2,363-$2,363
Other Expenses-$40-$40
Total Functional Expenses$110,000$2,742$0$112,742
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Help Hope LiveRadnor, PA-Rehab / Post Care$30,000
Magee RehabilitationPhiladelphia, PA-Athletic Programming$20,000
The Miami ProjectMiami, FL-Research$20,000
Art ReachPhiladelphia, PA-Svs for the Disabled$10,000
Empower Spinal Cord InjuryBoston, MA-Therapeutic Services$10,000
Legal Clinic for the DisabledPhiladelphia, PA-Legal Services$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$74,823
Fundraising Direct Expenses$58,981
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Festival Fundra$150,071$74,823$58,981$15,842
Total Events$150,071$74,823$58,981$15,842
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 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
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

“Documentation by governing body explanation 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 no 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
107 HILLSIDE CIRCLE, VILLANOVA, PA 19085

Signing Officer

Name
Chuck Bernicker
Title
Treasurer
Phone
6108621977
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Bernicker
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 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 identigy 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 Appendix356 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO RAISE MONEY FOR SPINAL CORD INJURY RESEARCH
IRS990/AllOtherContributionsAmt017165
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0CHUCK BERNICKER
IRS990/BooksInCareOfDetail/PhoneNum06108621977
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0107 HILLSIDE CIRCLE
IRS990/BooksInCareOfDetail/USAddress/CityNm0VILLANOVA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019085
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt075248
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt092413
IRS990/CYGrantsAndSimilarPaidAmt0110000
IRS990/CYInvestmentIncomeAmt062
IRS990/CYOtherExpensesAmt02742
IRS990/CYOtherRevenueAmt015842
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-4425
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0112742
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0108317
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CONTRIBUTIONS TO ORGANIZATIONS THAT PERFORM SPINAL CORD INJURY RESEARCH AND THAT IMPROVE THE QUALITY OF LIFE OF THOSE WITH SPINAL CORD INJURIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0110000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0CHUCK BERNICKER
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM GERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2MURRAY GROSSMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt075248
IRS990/FundraisingDirectExpensesAmt058981
IRS990/FundraisingGrossIncomeAmt074823
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0110000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0110000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0110000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0167298
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02363
IRS990/InsuranceGrp/TotalAmt02363
IRS990/InvestmentIncomeGrp/ExclusionAmt062
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt062
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO RAISE MONEY FOR SPINAL CORD INJURY RESEARCH AND TO CONTRIBUTE TO ORGANIZATIONS THAT IMPROVE THE QUALITY OF LIFE OF THOSE WITH SPINAL CORD INJURIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt061189
IRS990/NetAssetsOrFundBalancesEOYAmt056764
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt015842
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt015842
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt061189
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt056764
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0FILING & ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0339
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt140
IRS990/OtherExpensesGrp/TotalAmt0339
IRS990/OtherExpensesGrp/TotalAmt140
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHUCK BERNICKER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt093647
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0125000
IRS990/PYInvestmentIncomeAmt0128
IRS990/PYOtherExpensesAmt04645
IRS990/PYOtherRevenueAmt03803
IRS990/PYRevenuesLessExpensesAmt0-32067
IRS990/PYTotalExpensesAmt0129645
IRS990/PYTotalRevenueAmt097578
IRS990/ReconcilationRevenueExpnssAmt0-4425
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt061189
IRS990/SavingsAndTempCashInvstGrp/EOYAmt056764
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt092413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt093647
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0101552
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0108993
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0140985
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0537590
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt062
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0128
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0233
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0182
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0121
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0726
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt074823
IRS990ScheduleA/OtherIncome170Grp/TotalAmt074823
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87680
IRS990ScheduleA/PublicSupportPY170Pct00.99870
IRS990ScheduleA/PublicSupportTotal170Amt0537590
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt092413
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt093647
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0101552
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0108993
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0140985
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0537590
IRS990ScheduleA/TotalSupportAmt0613139
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/ScheduleBRequiredInd0true
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER 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 IDENTIGY 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt075248
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt075248
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058981
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FESTIVAL FUNDRA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0150071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0150071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt074823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074823
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015842
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt058981
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt058981
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt330000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt520000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ATHLETIC PROGRAMMING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1THERAPEUTIC SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2LEGAL SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3REHAB / POST CARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SVS FOR THE DISABLED
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MAGEE REHABILITATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1EMPOWER SPINAL CORD INJURY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2LEGAL CLINIC FOR THE DISABLED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3HELP HOPE LIVE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ART REACH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5THE MIAMI PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0MID-ATLANTIC CATASTROPHIC FUND
IRS990ScheduleI/RecipientTable/RecipientEIN0232937749
IRS990ScheduleI/RecipientTable/RecipientEIN1275575042
IRS990ScheduleI/RecipientTable/RecipientEIN2232460392
IRS990ScheduleI/RecipientTable/RecipientEIN3521322317
IRS990ScheduleI/RecipientTable/RecipientEIN4232836787
IRS990ScheduleI/RecipientTable/RecipientEIN5650244316
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01513 RACE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 8631
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21513 RACE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3100 MATSONFORD ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41501 CHERRY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51095 NW 14TH TERRACE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0LOIE POPE CENTER
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3RADNOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm4PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm5MIAMI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd102114
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd219102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd319087
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd419102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd533136
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DOCUMENTATION BY GOVERNING BODY EXPLANATION 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 NO 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt061189
IRS990/TotalAssetsEOYAmt056764
IRS990/TotalAssetsGrp/BOYAmt061189
IRS990/TotalAssetsGrp/EOYAmt056764
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt092413
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02742
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0110000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0112742
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt061189
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt056764
IRS990/TotalProgramServiceExpensesAmt0110000
IRS990/TotalRevenueGrp/ExclusionAmt015904
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0108317
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt061189
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt056764
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0107 HILLSIDE CIRCLE
IRS990/USAddress/CityNm0VILLANOVA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019085
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK BERNICKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06108621977
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05B93BBDA4A9A0302A325E5A1708065449D2ABAF9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId062AA689904CFBC2C830DB6FFC0F3258E344FFD58
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt018.191.154.26
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:47:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471352305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNELL & COMPANY LLC
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/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERENCE M O'CONNELL
ReturnHeader/ReturnTs02020-11-12T11:47:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,764
Liabilities
$0
Net assets
$56,764
Revenue
$108,317
Expenses
$112,742
Net income
-$4,425
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