Civic Intelligence

The Katherine Alexandra Charitable Foundation C/O Michael Kalogris

990PF • Fiscal year 2023 • EIN 25-6799731

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 19, 2025

Organization Profile
976 Carol CircleWest Chester, PA 19380

(610) 983-9490

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

8th percentile

-118%

Higher net margin than 8% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$7,600

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 203.4% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

14th percentile

-37%

Faster asset growth than 14% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

1101%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$10,886

Down $6,414 (-37%) from 2022

Net Assets

Down

$10,886

Down $4,414 (-29%) from 2022

Liabilities

Down

$0

Down $2,000 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin8th percentile

Revenue

Up

$3,736

Up $3,425 (+1101%) from 2022

Expenses

Up

$8,150

Up $6,489 (+391%) from 2022

Net Income

Down

-$4,414

Down $3,064 (-227%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$600K$400K$200K$0Assets 2011: $415,697Liabilities 2011: $0Net Assets 2011: $415,6972011Assets 2013: $147,190Liabilities 2013: $0Net Assets 2013: $147,1902013Assets 2014: $153,237Liabilities 2014: $0Net Assets 2014: $153,2372014Assets 2015: $134,110Liabilities 2015: $0Net Assets 2015: $134,1102015Assets 2016: $101,657Liabilities 2016: $0Net Assets 2016: $101,6572016Assets 2017: $84,188Liabilities 2017: $0Net Assets 2017: $84,1882017Assets 2018: $65,267Liabilities 2018: $0Net Assets 2018: $65,2672018Assets 2019: $62,599Liabilities 2019: $0Net Assets 2019: $62,5992019Assets 2020: $45,052Liabilities 2020: $0Net Assets 2020: $45,0522020Assets 2021: $26,650Liabilities 2021: $10,000Net Assets 2021: $16,6502021Assets 2022: $17,300Liabilities 2022: $2,000Net Assets 2022: $15,3002022Assets 2023: $10,886Liabilities 2023: $0Net Assets 2023: $10,8862023Assets 2024: $9,189Liabilities 2024: $0Net Assets 2024: $9,1892024

Highlighted filing

2023

Assets$10,886
Liabilities$0
Net Assets$10,886
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $54,2012011Revenue 2013: $13,538Expenses 2013: $170,465Net Income 2013: -$156,9272013Revenue 2014: $10,126Expenses 2014: $4,079Net Income 2014: $6,0472014Revenue 2015: $7,371Expenses 2015: $26,327Net Income 2015: -$18,9562015Revenue 2016: $3,018Expenses 2016: $35,397Net Income 2016: -$32,3792016Revenue 2017: $11,571Expenses 2017: $29,040Net Income 2017: -$17,4692017Revenue 2018: $11,410Expenses 2018: $30,331Net Income 2018: -$18,9212018Revenue 2019: $8,557Expenses 2019: $11,020Net Income 2019: -$2,4632019Revenue 2020: $3,860Expenses 2020: $21,206Net Income 2020: -$17,3462020Revenue 2021: $2,248Expenses 2021: $28,293Net Income 2021: -$26,0452021Revenue 2022: $311Expenses 2022: $1,661Net Income 2022: -$1,3502022Revenue 2023: $3,736Expenses 2023: $8,150Net Income 2023: -$4,4142023Revenue 2024: $3,415Expenses 2024: $5,112Net Income 2024: -$1,6972024

Highlighted filing

2023

Revenue$3,736
Expenses$8,150
Net Income-$4,414
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 19, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE CIPRIANOTrusteePT$0$7,600$7,600
MICHAEL E KALGORISTrustee-$0--
ELISABETH KALOGRISTrustee-$0--
ALEXANDRA MCCLOUDTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Katharine Alexandra Charitable Foundation
EIN
25-6799731
Phone
6109839490
Address
976 CAROL CIRCLE, WEST CHESTER, PA 19380

Signing Officer

Name
Katherine R Cipriano
Title
Trustee
Phone
6109839490
Signed
2025-11-19

Preparer

Firm
Phillips Accounting
Address
1209 East Lincoln Highway, Coatesville, PA 19320
Preparer
Ronald McClure
Phone
6103846400
Raw XML Appendix296 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/CityNm0WEST CHESTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019380
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06107157617
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt0463
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0679
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023406
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023406
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045568
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0679
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016337
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05772
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt068974
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt068974
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0463
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE R CIPRIANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06109839490
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATHARINE ALEXANDRA CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0256799731
ReturnHeader/Filer/PhoneNum06109839490
ReturnHeader/Filer/USAddress/AddressLine1Txt0976 CAROL CIRCLE
ReturnHeader/Filer/USAddress/CityNm0WEST CHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019380
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232381776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Phillips Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01209 East Lincoln Highway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coatesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019320
ReturnHeader/PreparerPersonGrp/PhoneNum06103846400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald McClure
ReturnHeader/ReturnTs02025-11-20T06:58:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,886
Liabilities
$0
Net assets
$10,886
Revenue
$3,736
Expenses
$8,150
Net income
-$4,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.03$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.02$0.15$0.00$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.10$0.17$0.02$0.28$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.04$0.21$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.09$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.11$0.30$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.12$0.29$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.35$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07$0.26$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.10$0.04$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.14$1.70$1.57
2011Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.54