Civic Intelligence

Promise to Kate Foundation

EIN 27-5428288 • 501(c)3 • Jacksonville, FL

Revoked990-N Coverage

Profile

To honor kate conte and to help fund research for myotonic dystrophy, an underfunded an rare form of muscular dystrophy.

Revocation date: May 15, 2023

2380 Osprey Lake DriveJacksonville, FL 32224

promisetokate.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

94th percentile

141%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

14th percentile

-62%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$21,612

Up $17,876 (+478%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$21,612

Up $17,876 (+478%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Down

$9,078

Down $52,392 (-85%) from 2017

Expenses

Down

$2,321

Down $64,169 (-97%) from 2017

Net Income

Up

$6,757

Up $11,777 (+235%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2015: $6,760Net Assets 2015: $6,7602015Assets 2016: $8,756Net Assets 2016: $8,7562016Assets 2017: $3,736Net Assets 2017: $3,7362017Assets 2019: $21,612Net Assets 2019: $21,6122019

Highlighted filing

2019

Assets$21,612
Liabilities-
Net Assets$21,612
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2015: $45,202Expenses 2015: $41,205Net Income 2015: $3,9972015Revenue 2016: $58,272Expenses 2016: $56,276Net Income 2016: $1,9962016Revenue 2017: $61,470Expenses 2017: $66,490Net Income 2017: -$5,0202017Revenue 2019: $9,078Expenses 2019: $2,321Net Income 2019: $6,7572019

Highlighted filing

2019

Revenue$9,078
Expenses$2,321
Net Income$6,757
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,612
Liabilities
-
Net assets
$21,612
Revenue
$9,078
Expenses
$2,321
Net income
$6,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$21.6$21.6$9.08$2.32$6.76
2017Detailed filing. Detailed filing data is available for this year.$3.74$3.74$61.5$66.5$5.02
2016Detailed filing. Detailed filing data is available for this year.$8.76$8.76$58.3$56.3$2.00
2015Detailed filing. Detailed filing data is available for this year.$6.76$6.76$45.2$41.2$4.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 1, 2020
Return Version
2019v5.1
Gross Receipts
$9,078
Mission and Program Overview

Mission

To honor kate conte and to help fund research for myotonic dystrophy, an underfunded an rare form of muscular dystrophy.

Program Services

DescriptionGrantsExpenses
FUNDING TOWARDS THE RESEARCH OF MYOTONIC DYSTROPHY$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID CONTEPresidentPT$0--
ELIZABETH CONTEVice PresidentPT$0--
JAMI BUEKERDirectorPT$0--
KAREN ROYDirectorPT$0--
JOHN DEEKSDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Promise to Kate Foundation
EIN
27-5428288
Phone
9044034244
Address
2380 OSPREY LAKE DRIVE, JACKSONVILLE, FL 32224

Signing Officer

Name
David G Conte
Title
President
Phone
9044034244
Signed
2020-09-01

Preparer

Firm
Tax Advantage
Address
1201 NORTH 3RD STREET, JACKSONVILLE BEACH, FL 32250
Preparer
James K Reese Ea
Phone
9042410050
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“General operating expenses 521.”

Form 990EZ, Part I, Line 16

“DONATIONS 1800.”

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID CONTE
IRS990EZ/BooksInCareOfDetail/PhoneNum09044034244
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02380 OSPREY LAKE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032224
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014855
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021612
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09078
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06757
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014855
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021612
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt09078
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014855
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021612
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014855
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021612
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID CONTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH CONTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMI BUEKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN ROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN DEEKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02321
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HONOR KATE CONTE AND TO HELP FUND RESEARCH FOR MYOTONIC DYSTROPHY, AN UNDERFUNDED AN RARE FORM OF MUSCULAR DYSTROPHY.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDING TOWARDS THE RESEARCH OF MYOTONIC DYSTROPHY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02321
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt09078
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PROMISETOKATE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09078
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt09078
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09078
IRS990ScheduleA/Total509Grp/TotalAmt09078
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GENERAL OPERATING EXPENSES 521.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATIONS 1800.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID G CONTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09044034244
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROMISE TO KATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PROM
ReturnHeader/Filer/EIN0275428288
ReturnHeader/Filer/PhoneNum09044034244
ReturnHeader/Filer/USAddress/AddressLine1Txt02380 OSPREY LAKE DRIVE
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.177.63.77
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:04:08
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032250
ReturnHeader/PreparerPersonGrp/PhoneNum09042410050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES K REESE EA
ReturnHeader/ReturnTs02020-09-30T06:05:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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