Civic Intelligence

Katselas Family Foundation

990PF • Fiscal year 2017 • EIN 25-1777845

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 31, 2018

Organization Profile
5221 Fifth AvenuePittsburgh, PA 15232

(412) 681-7242

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

0.71x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

3.0%

Faster asset growth than 54% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$116,007

Up $2,468 (+2.2%) from 2015

Net Assets

Up

$113,042

Up $2,449 (+2.2%) from 2015

Liabilities

Up

$2,965

Up $19 (+0.6%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin96th percentile

Revenue

Down

$4,186

Down $10,236 (-71%) from 2015

Expenses

Down

$819

Down $27,513 (-97%) from 2015

Net Income

Up

$3,367

Up $17,277 (+124%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$200K$150K$100K$50K$0Assets 2010: $175,036Liabilities 2010: $1,393Net Assets 2010: $173,6432010Assets 2012: $142,545Liabilities 2012: $2,043Net Assets 2012: $140,5022012Assets 2014: $127,397Liabilities 2014: $2,894Net Assets 2014: $124,5032014Assets 2015: $113,539Liabilities 2015: $2,946Net Assets 2015: $110,5932015Assets 2017: $116,007Liabilities 2017: $2,965Net Assets 2017: $113,0422017Assets 2018: $106,851Liabilities 2018: $3,002Net Assets 2018: $103,8492018Assets 2019: $113,732Liabilities 2019: $3,069Net Assets 2019: $110,6632019Assets 2020: $123,477Liabilities 2020: $3,146Net Assets 2020: $120,3312020Assets 2021: $132,709Liabilities 2021: $3,146Net Assets 2021: $129,5632021Assets 2024: $120,518Liabilities 2024: $0Net Assets 2024: $120,5182024

Highlighted filing

2017

Assets$116,007
Liabilities$2,965
Net Assets$113,042
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KExpenses 2010: $13,4142010Expenses 2012: $12,5002012Revenue 2014: -$2,201Expenses 2014: $13,602Net Income 2014: -$15,8032014Revenue 2015: $14,422Expenses 2015: $28,332Net Income 2015: -$13,9102015Revenue 2017: $4,186Expenses 2017: $819Net Income 2017: $3,3672017Revenue 2018: $344Expenses 2018: $9,537Net Income 2018: -$9,1932018Revenue 2019: $6,881Expenses 2019: $67Net Income 2019: $6,8142019Revenue 2020: $9,745Expenses 2020: $77Net Income 2020: $9,6682020Revenue 2021: $9,232Expenses 2021: $0Net Income 2021: $9,2322021Revenue 2024: $6,417Expenses 2024: $12,500Net Income 2024: -$6,0832024

Highlighted filing

2017

Revenue$4,186
Expenses$819
Net Income$3,367
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 31, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TASSO KATSELASTrustee-$0--
JANE KATSELASTrustee-$0--
LISA KATSELASTrustee-$0--
DANA KATSELASTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Katselas Family Foundation
EIN
25-1777845
Phone
4126817242
Address
5221 FIFTH AVENUE, PITTSBURGH, PA 15232

Signing Officer

Name
Tasso Katselas
Title
Trustee
Phone
4126817242
Signed
2018-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Markovitz Dugan & Associates
Address
1001 E ENTRY DR STE 200, PITTSBURGH, PA 15216-2943
Preparer
Robert S Markovitz CPA
Phone
4125710500
Raw XML Appendix312 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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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015232
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04126817242
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIAL FORMS REQUIRED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TASSO KATSELAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04126817242
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05221 FIFTH AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd015232
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024923
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02537
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020859
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01527
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024923
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034423
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02965
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ADVANCES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02965
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt034
TaxesSchedule/TaxesDetail/Amt034
TaxesSchedule/TaxesDetail/CategoryTxt02015 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt034
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TASSO KATSELAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04126817242
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATSELAS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATS
ReturnHeader/Filer/EIN0251777845
ReturnHeader/Filer/PhoneNum04126817242
ReturnHeader/Filer/USAddress/AddressLine1Txt05221 FIFTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015232
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08FD25A0A0544E4FEDF1658FAD21E10B31FA5ECEB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08FD25A0A0544E4FEDF1658FAD21E10B31FA5ECEB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.204.236.191
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:54:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251851188
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARKOVITZ DUGAN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 E ENTRY DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152162943
ReturnHeader/PreparerPersonGrp/PhoneNum04125710500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S MARKOVITZ CPA
ReturnHeader/ReturnTs02018-11-15T13:54:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,007
Liabilities
$2,965
Net assets
$113,042
Revenue
$4,186
Expenses
$819
Net income
$3,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.13$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.03$1.30$0.09$0.00$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.03$1.20$0.10$0.00$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.03$1.11$0.07$0.00$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.03$1.04$0.00$0.10$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.03$1.13$0.04$0.01$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.03$1.11$0.14$0.28$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.03$1.25$0.02$0.14$0.16
2012Detailed filing. Detailed filing data is available for this year.$1.43$0.02$1.41$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.75$0.01$1.74$0.13