Civic Intelligence

Kate Svitek Memorial Foundation

990 • Fiscal year 2016 • EIN 30-6021703

Jan 01, 2016 to Dec 31, 2016 • Filed on May 25, 2017

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

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

64th percentile

5.8%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-6.2%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,721,535

Up $94,799 (+5.8%) from 2015

Net Assets

Up

$1,721,535

Up $94,799 (+5.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin71st percentile

Revenue

Down

$135,491

Down $8,976 (-6.2%) from 2015

Expenses

Up

$119,414

Up $18,530 (+18%) from 2015

Net Income

Down

$16,077

Down $27,506 (-63%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2016

Assets$1,721,535
Liabilities$0
Net Assets$1,721,535
Open 2016 Filing

Operations Trend

Revenue Growth29th 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

2016

Revenue$135,491
Expenses$119,414
Net Income$16,077
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 25, 2017
Return Version
2016v3.0
Gross Receipts
$141,749
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$1,478,772$1,653,810▲ $175,038
Savings and Temporary Cash Investments$91,165$36,365▼ $54,800
Cash and Non-Interest-Bearing Accounts$56,799$31,360▼ $25,439
Total Assets$1,626,736$1,721,535▲ $94,799
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,626,736$1,721,535▲ $94,799
Total Net Assets Fund Balance$1,626,736$1,721,535▲ $94,799
Total Liabilities and Net Assets / Fund Balance$1,626,736$1,721,535▲ $94,799
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Ellen SvitekTrustee
Frank SvitekTrustee
Michael SvitekTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$90,654
Program Service Revenue
$0
Investment Income
$46,337
Other Revenue
$-1,500
All Other Contributions
$90,654
Change in Net Assets
$16,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$101,338
Other Expenses$18,076
Total Fundraising Expense$377
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$101,338--$101,338
Fees for Service Investment Mgmnt Fees-$5,992-$5,992
Office Expenses$659$484$219$1,362
Insurance-$885-$885
Other Expenses$473$158$158$789
Total Functional Expenses$111,518$7,519$377$119,414
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Carolina Outward BoundAsheville, NC501(c)(3)Scholarship for Wilderness Education$24,588
Wissahickon Charter SchoolPhiladelphia, PA501(c)(3)Scholarship for Wilderness Education$15,000
University of VermontBurlington, VT501(c)(3)Scholarship for Wilderness Education$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,500
Fundraising Gross Income$0
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 11B

“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
2017-05-25
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 78,722.”

Financial Statement Notes

Part X, Line 2:

“Each year management considers whether any material tax positions the Foundation has taken in more likely than not to be sustained upon examination by the applicable tax authority. Management believes that any positions the Foundation has taken are supported by substanital authority and, therefore, do not need to be measured or disclosed in these financial statements. Accordingly, the Foundation has not recorded any reserves for tax positions at December 31, 2016. The Foundation believes it is no longer subject to income tax examinations for years prior to 2013.”

Raw XML Appendix358 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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IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Each year management considers whether any material tax positions the Foundation has taken in more likely than not to be sustained upon examination by the applicable tax authority. Management believes that any positions the Foundation has taken are supported by substanital authority and, therefore, do not need to be measured or disclosed in these financial statements. Accordingly, the Foundation has not recorded any reserves for tax positions at December 31, 2016. The Foundation believes it is no longer subject to income tax examinations for years prior to 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP FOR WILDERNESS EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP FOR WILDERNESS EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIP FOR WILDERNESS EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NORTH CAROLINA OUTWARD BOUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WISSAHICKON CHARTER SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF VERMONT
IRS990ScheduleI/RecipientTable/RecipientEIN0560857708
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14700 WISSAHICKON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt281 CARRIGAN DRIVE
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2VT
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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 78,722.
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 11b
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/TotalAssetsBOYAmt01626736
IRS990/TotalAssetsEOYAmt01721535
IRS990/TotalAssetsGrp/BOYAmt01626736
IRS990/TotalAssetsGrp/EOYAmt01721535
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt090654
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0377
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07519
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0111518
IRS990/TotalFunctionalExpensesGrp/TotalAmt0119414
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01626736
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01721535
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0111518
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt044837
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0135491
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01626736
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01721535
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01626736
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01721535
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN SVITEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02156430902
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-25
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C8475F2DC206C55AF635CE41E6FA20490F5C0AC0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C8475F2DC206C55AF635CE41E6FA20490F5C0AC0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.188.205.138
ReturnHeader/FilingSecurityInformation/IPDt02017-05-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:13:41
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/ReturnTs02017-05-30T09:10:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,721,535
Liabilities
$0
Net assets
$1,721,535
Revenue
$135,491
Expenses
$119,414
Net income
$16,077
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
2016Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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