Civic Intelligence

The Katherine Alexandra Charitable Foundation C/O Michael Kalogris

990PF • Fiscal year 2018 • EIN 25-6799731

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2020

976 Carol CirleWest Chester, PA 19380-4112

(610) 983-9490

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

5th percentile

-166%

Higher net margin than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

18th percentile

-22%

Faster asset growth than 18% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-1.4%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$65,267

Down $18,921 (-22%) from 2017

Net Assets

Down

$65,267

Down $18,921 (-22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$11,410

Down $161 (-1.4%) from 2017

Expenses

Up

$30,331

Up $1,291 (+4.4%) from 2017

Net Income

Down

-$18,921

Down $1,452 (-8.3%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$65,267
Liabilities$0
Net Assets$65,267

Operations Trend

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

2018

Revenue$11,410
Expenses$30,331
Net Income-$18,921
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2020
Return Version
2018v3.2
Compensation and Service Providers

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
976 CAROL CIRLE, WEST CHESTER, PA 19380-4112

Signing Officer

Name
Elisabeth Kalogris
Title
President
Phone
6109839490
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Maillie Llp
Address
600 WILLOWBROOK LANE SUITE 624, WEST CHESTER, PA 19382
Preparer
Edward Fronczkowski
Phone
6106964353
Raw XML Appendix355 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
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KATHERINE R KALOGRIS-CIPRIANO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0976 CAROL CIRLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST CHESTER
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06107157617
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT THE BARN AT SPRING BROOKE FARM'S TEMPLE GRANDIN EVENT ON ANIMALS AND AUTISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CABRINI UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WEST CHESTER UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE BARN AT SPRING BROOKE FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0610 KING OF PRUSSIA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1202 CARTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2360 LOCUST GROVE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RADNOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST CHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WEST CHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018817
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/AppliedToCurrentYearAmt03851
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020856
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0152898
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0152898
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt086164
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020856
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015960
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027257
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023406
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0239062
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0215656
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0261
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0261
ReasonableCauseExplanation/ExplanationTxt0WE REQUEST THE IRS WAIVE THE LATE FILING PENALTY BASED UPON THEFOLLOWING JUSTIFICATIONS FOR REASONABLE CAUSE IN ACCORDANCE WITH IRMCONSOLIDATED PENALTY HANDBOOK (20)310.1. THE TAXPAYER LACKED THE REQUISITE INTENT NOT TO PAY THE TAX AND TOWILLFULLY DISREGARD THE RULES AND REGULATIONS. THE TAXPAYERESTABLISHED THAT THEY EXERCISED ORDINARY BUSINESS CARE AND PRUDENCEAND THE PARTICULAR FACTS AND CIRCUMSTANCES SUPPORT REASONABLE CAUSE.2. THE TAXPAYER HAS ALWAYS MADE TIMELY FILINGS OF FORM 990PF IN THEPAST, FURTHER SUPPORTING THE LACK OF INTENT TO DISREGARD THE RULES ANDREGULATIONS.3. THE LATE FILING WAS THE RESULT OF EXTRAORDINARY EVENTS AND NOT THERESULT OF NEGLIGENCE OR THE WILLFUL INTENT NOT TO CONFORM TO THE LAW.4. THE FOLLOWING IS A SUMMARY OF THE EXTRAORDINARY CIRCUMSTANCESPROVIDED BY RICHARD N NASSAU, SECRETARY AND EXECUTIVE DIRECTOR:2018 WAS A TRANSITION YEAR FOR THE KATHERINE ALEXANDRA CHARITABLE FOUNDATION. THE EXECUTIVE DIRECTOR HAD AN INABILITY TO OBTAIN RECORDS AND FILES DUE TO A MOVE IN WORK SPACE. THE COMPANY MOVED ITS LOCATON AND SOME OF THE SOURCE BECAME SEPARATED FROM THE MAJORITY. ONCE IN ITS NEW LOCATION THERE WAS A PERIOD OF TIME UNTIL THEY WERE ABLE TO LOCATE THEIR DOCUMENTS. THE EXECUTIVE DIRECTOR NOW HAS A COMPLETED SPACE SET UP AND HAS ACCESS TO FILES AND ALL ITEMS FOR THE FOUNDATION. THOUGH, HER TIME IS EXTREMELY LIMITED DUE TO BEING A FULLTIME CHILDCARE PROVIDER, SHE DOES HAVE ACCESS TO A HOME OFFICE THAT HAS BEEN SET UP TO MAKE IT EASIER FOR HER TO HAVE ALL MY WORK ITEMS IN ONE PLACE. WE HAVE NEVER FAILED TO FILE RETURNS IN PREVIOUS YEARS AND FEEL THIS IS A ISOLATED OCCURRENCE. WE HAVE INCLUDED THE LATE PAYMENT PENALTY AND INTEREST, BUT RESPECTFULLY REQUEST A WAIVER OF ANY AND ALL LATE FILING PENALTIES.
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELISABETH KALOGRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06109839490
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATHERINE ALEXANDRA CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O KATHERINE R CIPRIANO
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0256799731
ReturnHeader/Filer/PhoneNum06109839490
ReturnHeader/Filer/USAddress/AddressLine1Txt0976 CAROL CIRLE
ReturnHeader/Filer/USAddress/CityNm0WEST CHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0193804112
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId015A7E9B0F4D4D3BE77214A119BF6377A745EC461
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId015A7E9B0F4D4D3BE77214A119BF6377A745EC461
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.2.135.6
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:49:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231518888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAILLIE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 WILLOWBROOK LANE SUITE 624
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST CHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019382
ReturnHeader/PreparerPersonGrp/PhoneNum06106964353
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD FRONCZKOWSKI
ReturnHeader/ReturnTs02020-11-13T11:27:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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