Civic Intelligence

Katie Samson Foundation Inc

990EZ • Fiscal year 2020 • EIN 23-3069536

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 19, 2021

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

87th percentile

47%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

9.7%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-89%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$62,249

Up $5,485 (+9.7%) from 2019

Net Assets

Up

$62,249

Up $5,485 (+9.7%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Down

$11,718

Down $96,599 (-89%) from 2019

Expenses

Down

$6,233

Down $106,509 (-94%) from 2019

Net Income

Up

$5,485

Up $9,910 (+224%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2020

Assets$62,249
Liabilities-
Net Assets$62,249
Open 2020 Filing

Operations Trend

Revenue Growth5th 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

2020

Revenue$11,718
Expenses$6,233
Net Income$5,485
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 19, 2021
Return Version
2020v4.0
Gross Receipts
$12,064
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 Pay76th 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
2021-10-19
Discuss with paid preparer
Yes

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 2,365 bank fees 168 total 2,533”

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”

Raw XML Appendix140 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MURRAY GROSSMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm1WILLIAM GERMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2CHUCK BERNICKER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt056764
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062249
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012028
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05485
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056764
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062249
IRS990EZ/GrossReceiptsAmt012064
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt036
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056764
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062249
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056764
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062249
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MURRAY GROSSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM GERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHUCK BERNICKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02533
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/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0346
IRS990EZ/SpecialEventsNetIncomeLossAmt0-346
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06233
IRS990EZ/TotalRevenueAmt011718
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 74,823
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt092413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt093647
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0101552
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0108993
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0408633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt062
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0128
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0233
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0182
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0641
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt074823
IRS990ScheduleA/OtherIncome170Grp/TotalAmt074823
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84410
IRS990ScheduleA/PublicSupportPY170Pct00.87680
IRS990ScheduleA/PublicSupportTotal170Amt0408633
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012028
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt092413
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt093647
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0101552
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0108993
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0408633
IRS990ScheduleA/TotalSupportAmt0484097
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 2,365 BANK FEES 168 TOTAL 2,533
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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK BERNICKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06108621977
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-19
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
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/PreparationDt02021-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERENCE M O'CONNELL
ReturnHeader/ReturnTs02021-10-19T09:47:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHUCK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNICKER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,249
Liabilities
-
Net assets
$62,249
Revenue
$11,718
Expenses
$6,233
Net income
$5,485
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