Civic Intelligence

Kate Svitek Memorial Foundation

990 • Fiscal year 2014 • EIN 30-6021703

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 29, 2015

Organization Profilekatesvitekmemorial.org
1501 N Beecham RoadAmbler, PA 19002

(215) 643-0902

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

54th percentile

3.1%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

68%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,653,834

Up $50,273 (+3.1%) from 2013

Net Assets

Up

$1,653,834

Up $50,273 (+3.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin94th percentile

Revenue

Up

$279,763

Up $113,684 (+68%) from 2013

Expenses

Up

$102,518

Up $22,799 (+29%) from 2013

Net Income

Up

$177,245

Up $90,885 (+105%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $1,603,561Liabilities 2013: $0Net Assets 2013: $1,603,5612013Assets 2014: $1,653,834Liabilities 2014: $0Net Assets 2014: $1,653,8342014Assets 2015: $1,626,736Liabilities 2015: $0Net Assets 2015: $1,626,7362015Assets 2016: $1,721,535Liabilities 2016: $0Net Assets 2016: $1,721,5352016Assets 2017: $1,981,213Liabilities 2017: $0Net Assets 2017: $1,981,2132017Assets 2018: $1,833,452Liabilities 2018: $0Net Assets 2018: $1,833,4522018Assets 2019: $2,100,805Liabilities 2019: $0Net Assets 2019: $2,100,8052019Assets 2020: $2,427,635Liabilities 2020: $0Net Assets 2020: $2,427,6352020Assets 2021: $2,571,004Liabilities 2021: $0Net Assets 2021: $2,571,0042021Assets 2022: $2,050,342Liabilities 2022: $0Net Assets 2022: $2,050,3422022Assets 2023: $2,235,289Liabilities 2023: $0Net Assets 2023: $2,235,2892023Assets 2024: $2,396,711Liabilities 2024: $0Net Assets 2024: $2,396,7112024

Highlighted filing

2014

Assets$1,653,834
Liabilities$0
Net Assets$1,653,834
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

$400K$200K$0-$200KRevenue 2013: $166,079Expenses 2013: $79,719Net Income 2013: $86,3602013Revenue 2014: $279,763Expenses 2014: $102,518Net Income 2014: $177,2452014Revenue 2015: $144,467Expenses 2015: $100,884Net Income 2015: $43,5832015Revenue 2016: $135,491Expenses 2016: $119,414Net Income 2016: $16,0772016Revenue 2017: $166,106Expenses 2017: $120,472Net Income 2017: $45,6342017Revenue 2018: $187,155Expenses 2018: $143,453Net Income 2018: $43,7022018Revenue 2019: $178,012Expenses 2019: $178,870Net Income 2019: -$8582019Revenue 2020: $126,297Expenses 2020: $68,980Net Income 2020: $57,3172020Revenue 2021: $234,875Expenses 2021: $189,442Net Income 2021: $45,4332021Revenue 2022: $294,939Expenses 2022: $208,666Net Income 2022: $86,2732022Revenue 2023: $184,563Expenses 2023: $220,070Net Income 2023: -$35,5072023Revenue 2024: $366,629Expenses 2024: $217,343Net Income 2024: $149,2862024

Highlighted filing

2014

Revenue$279,763
Expenses$102,518
Net Income$177,245
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 29, 2015
Return Version
2014v5.0
Gross Receipts
$1,477,738
Mission and Program Overview

Mission

To promote and help fund a range of activities and education primarily related to outdoor and wilderness exploration, study and preservation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,348,300$1,527,672▲ $179,372
Savings and Temporary Cash Investments$255,261$92,725▼ $162,536
Cash and Non-Interest-Bearing Accounts-$33,437-
Total Assets$1,603,561$1,653,834▲ $50,273
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,603,561$1,653,834▲ $50,273
Total Net Assets Fund Balance$1,603,561$1,653,834▲ $50,273
Total Liabilities and Net Assets / Fund Balance$1,603,561$1,653,834▲ $50,273
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Ellen SvitekTrustee
Frank SvitekTrustee
Michael SvitekTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$95,621
Program Service Revenue
$0
Investment Income
$190,592
Other Revenue
$-6,450
All Other Contributions
$95,621
Change in Net Assets
$177,245
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,435
Other Expenses$22,083
Total Fundraising Expense$942
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,435--$80,435
Fees for Service Investment Mgmnt Fees-$9,521-$9,521
Other Expenses$1,007$336$336$1,679
Office Expenses$334$486$111$931
Insurance-$785-$785
Total Functional Expenses$89,953$11,623$942$102,518
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Carolina Outward BoundAsheville, NC501(c)(3)Scholarship for Wilderness Education$17,870
University of VermontBurlington, VT501(c)(3)Scholarship for Wilderness Education$10,000
Wissahickon Charter SchoolPhiladelphia, PA501(c)(3)Funding for Wilderness Educationfunding for Wilderness Education$7,500
New Jersey Academy for Aquatic SciencesCamden, NJ501(c)(3)Funding for Wilderness Education$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,450
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Frank, ellen and michael svitek are all trustees, members of the organization's governing body and are all immediate family members.”

Form 990, Part VI, Section A, line 8B

“THERE IS NO COMMITTEE.”

Form 990, Part VI, Section B, line 11

“Trustees of the organization's governing body review form 990 prior to filing with irs. If issues or questions arise during review trustees contact preparer.”

Form 990, Part VI, Section C, line 19

“Financial statements are available to public upon request of the trustees.”

Filing and Contact Details

Filer

Filer Name
Kate Svitek Memorial Foundation
EIN
30-6021703
Phone
2156430902
Address
1501 N BEECHAM ROAD, AMBLER, PA 19002

Signing Officer

Name
Ellen Svitek
Title
President
Phone
2156430902
Signed
2015-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellen Svitek
Formed
2002
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Berkowitz & Berkowitz CPAs
Address
501 Office Center Drive Suite 2, Fort Washington, PA 19034
Preparer
Barry Berkowitz
Phone
2156530127
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Unrealized gain/(loss) -126,972.”

Financial Statement Notes

Part X, Line 2:

“The Foundation follows the guidance in the FASB Codification topic related to uncertainty in income taxes which prescribes a comprehensive model for recognizing, measuring, presenting and disclosing in the financial statements uncertain tax positions that the Foundation has taken or expects to take in its tax returns. Under the guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is "more likely than not" that it is ststainable, based on its technical merits. The tax benefits recognized in the financial statements from such a position should be measured based on the largest benefit that has a great than 50% likelihood of being realized upon settlement with a taxing authority having full knowledge of all relevant information. The Foundation believes that it has appropriate support for the positions taken on its returns.”

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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation follows the guidance in the FASB Codification topic related to uncertainty in income taxes which prescribes a comprehensive model for recognizing, measuring, presenting and disclosing in the financial statements uncertain tax positions that the Foundation has taken or expects to take in its tax returns. Under the guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is "more likely than not" that it is ststainable, based on its technical merits. The tax benefits recognized in the financial statements from such a position should be measured based on the largest benefit that has a great than 50% likelihood of being realized upon settlement with a taxing authority having full knowledge of all relevant information. The Foundation believes that it has appropriate support for the positions taken on its returns.
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NJ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028805
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd105405
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd219144
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd308103
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FRANK, ELLEN AND MICHAEL SVITEK ARE ALL TRUSTEES, MEMBERS OF THE ORGANIZATION'S GOVERNING BODY AND ARE ALL IMMEDIATE FAMILY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES OF THE ORGANIZATION'S GOVERNING BODY REVIEW FORM 990 PRIOR TO FILING WITH IRS. IF ISSUES OR QUESTIONS ARISE DURING REVIEW TRUSTEES CONTACT PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAIN/(LOSS) -126,972.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01603561
IRS990/TotalAssetsEOYAmt01653834
IRS990/TotalAssetsGrp/BOYAmt01603561
IRS990/TotalAssetsGrp/EOYAmt01653834
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt095621
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0942
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011623
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt089953
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102518
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01603561
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01653834
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt089953
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0184142
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0279763
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01603561
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01653834
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01603561
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01653834
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01501 N BEECHAM ROAD
IRS990/USAddress/CityNm0AMBLER
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019002
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0katesvitekmemorial.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN SVITEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02156430902
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATE SVITEK MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATE
ReturnHeader/Filer/EIN0306021703
ReturnHeader/Filer/PhoneNum02156430902
ReturnHeader/Filer/USAddress/AddressLine1Txt01501 N BEECHAM ROAD
ReturnHeader/Filer/USAddress/CityNm0AMBLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019002
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232000627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Berkowitz & Berkowitz CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 Office Center Drive Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019034
ReturnHeader/PreparerPersonGrp/PhoneNum02156530127
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barry Berkowitz
ReturnHeader/ReturnTs02015-08-04T14:03:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,653,834
Liabilities
$0
Net assets
$1,653,834
Revenue
$279,763
Expenses
$102,518
Net income
$177,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.00$2.40$0.37$0.22$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.18$0.22$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.00$2.05$0.29$0.21$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.23$0.19$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.13$0.07$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.18$0.18$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.19$0.14$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.17$0.12$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.14$0.12$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.14$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.28$0.10$0.18
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.17$0.08$0.09