Civic Intelligence

The Katherine Alexandra Charitable Foundation C/O Michael Kalogris

990PF • Fiscal year 2016 • EIN 25-6799731

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 08, 2017

Organization Profile
PO Box 431Devault, PA 19432

(610) 983-9490

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-1073%

Higher net margin than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

16th percentile

-24%

Faster asset growth than 16% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-59%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$101,657

Down $32,453 (-24%) from 2015

Net Assets

Down

$101,657

Down $32,453 (-24%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Down

$3,018

Down $4,353 (-59%) from 2015

Expenses

Up

$35,397

Up $9,070 (+34%) from 2015

Net Income

Down

-$32,379

Down $13,423 (-71%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2016

Assets$101,657
Liabilities$0
Net Assets$101,657
Open 2016 Filing

Operations Trend

Revenue Growth8th 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

2016

Revenue$3,018
Expenses$35,397
Net Income-$32,379
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL E KALGORISTrustee-$0--
ELISABETH KALOGRISTrustee-$0--
KATHERINE CIPRIANOTrusteePT$0--
ALEXANDRA MCCLOUDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Katherine Alexandra Charitable
EIN
25-6799731
Phone
6109839490
Address
PO BOX 431, DEVAULT, PA 19432

Signing Officer

Name
Elisabeth Kalogris
Title
President
Phone
6109839490
Signed
2017-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Maillie Llp
Address
624 WILLOWBROOK LANE, WEST CHESTER, PA 19382
Preparer
Edward Fronczkowski
Phone
6106964353
Raw XML Appendix359 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL E KALGORIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELISABETH KALOGRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHERINE CIPRIANO
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL KALOGRIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 431
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DEVAULT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019342
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06109839490
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310966
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FURTHER TO EXEMPT PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BALLET X
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BRYN MAWR REHAB HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GREAT VALLEY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CABRINI COLLEGE DEPARTMENT OF ENGLISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0265 S BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1414 PAOLI PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2225 N PHOENIXVILLE PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3610 KING OF PRUSSIA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MALVERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MALVERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3RADNOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119355
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219355
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022466
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06053
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0152898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0203296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0398096
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0152898
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0203296
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031995
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025942
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0421230
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0395288
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt074
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0210
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0COMMONWEALTH OF PA
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELISABETH KALOGRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06109839490
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATHERINE ALEXANDRA CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O MICHAEL KALOGRIS
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0256799731
ReturnHeader/Filer/PhoneNum06109839490
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 431
ReturnHeader/Filer/USAddress/CityNm0DEVAULT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019432
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.227.130.2
ReturnHeader/FilingSecurityInformation/IPDt02017-03-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:22:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231518888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAILLIE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0624 WILLOWBROOK LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST CHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019382
ReturnHeader/PreparerPersonGrp/PhoneNum06106964353
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD FRONCZKOWSKI
ReturnHeader/ReturnTs02017-03-29T17:29:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,657
Liabilities
$0
Net assets
$101,657
Revenue
$3,018
Expenses
$35,397
Net income
-$32,379
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