Civic Intelligence

Cheryl Kay Foundation Inc.

990EZ • Fiscal year 2018 • EIN 46-3463830

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization Profilecherylkayfoundation.org
661 Allegheny AvenueOakmont, PA 15139

(412) 517-8337

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$3,536

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

7.0%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$93,954

Up $11,866 (+14%) from 2016

Net Assets

Up

$93,954

Up $11,866 (+14%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Down

$50,548

Down $35,094 (-41%) from 2016

Expenses

Down

$49,712

Down $9,159 (-16%) from 2016

Net Income

Down

$836

Down $25,935 (-97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$100K$50K$0Assets 2014: $23,294Net Assets 2014: $23,2942014Assets 2015: $55,317Net Assets 2015: $55,3172015Assets 2016: $82,088Net Assets 2016: $82,0882016Assets 2018: $93,954Net Assets 2018: $93,9542018Assets 2019: $71,605Net Assets 2019: $71,6052019Assets 2020: $56,824Net Assets 2020: $56,8242020Assets 2021: $44,369Liabilities 2021: $32Net Assets 2021: $44,3372021

Highlighted filing

2018

Assets$93,954
Liabilities-
Net Assets$93,954
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $116,845Expenses 2014: $93,551Net Income 2014: $23,2942014Revenue 2015: $98,675Expenses 2015: $66,652Net Income 2015: $32,0232015Revenue 2016: $85,642Expenses 2016: $58,871Net Income 2016: $26,7712016Revenue 2018: $50,548Expenses 2018: $49,712Net Income 2018: $8362018Revenue 2019: $22,474Expenses 2019: $44,823Net Income 2019: -$22,3492019Revenue 2020: $22,484Expenses 2020: $37,265Net Income 2020: -$14,7812020Revenue 2021: $30,226Expenses 2021: $42,713Net Income 2021: -$12,4872021

Highlighted filing

2018

Revenue$50,548
Expenses$49,712
Net Income$836
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$73,336
Mission and Program Overview

Mission

To improve the quality of living and independence for senior citizens and women battling breast cancer, who are ineligible for government assistance but are financially unable to pay for care, by providing grants to non-medical home care agencies to provide the necessary home care services.

Program Services

DescriptionGrantsExpenses
PROVIDED PERSONAL HOME CARE SERVICES THROUGH GRANTS MADE DIRECTLY TO 14 SERVICE ORGANIZATIONS FOR THE BENEFIT OF 39 SENIOR CITIZENS AND BREAST CANCER PATIENT IN NEED OF ASSISTANCE WITH DAILY ACTIVITIES WHO WERE IN FINANCIAL NEED BUT INELIGIBLE FOR GOVERNMENT FINANCIAL ASSISTANCE.$20,240$29,472
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERIE KAYExecutive DirectorPT$3,536-$3,536
KATHI K LENARTPresident & CEO-$0--
KATHI K LENARTSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing & Special Events$18,418$18,418$2,356$16,062
Direct Mail and On-line Campaigns$15,070$15,070$3,050$12,020
Total Events$33,488$33,488$22,788$10,700
Filing and Contact Details

Filer

Filer Name
Cheryl Kay Foundation Inc
EIN
46-3463830
Phone
4125178337
Address
661 ALLEGHENY AVENUE, OAKMONT, PA 15139

Signing Officer

Name
Kathi K Lenart
Title
Treasurer
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Wilder & Company LTD PC CPAs
Address
1100 SUMMIT DR, GREENSBURG, PA 15601
Preparer
DOROTHY A DeBONE CPA
Phone
7248322430
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.9

“Class of Activity: PROGRAM SERVICES - GRANT | Donee's Name: HOME INSTEAD- 600 | Donee's Address: 3675 VARTAN WAY, SUITE 202 HARRISBURG PA 17110 | Relationship of Donee: SERVICE PROVIDER | Cash Amount Given: $6448”

Other Expenses.1001

“Advertising and Promotion $4264”

Other Expenses.1002

“Office Expenses $769”

Other Expenses.1003

“Information Technology $513”

Other Expenses.1

“On-line Processing Fees $183”

Other Expenses.2

“Registration Fees $100”

Total Liabilities.1

“Credit Card Payable - Beginning $376 Credit Card Payable - Ending $0”

Raw XML Appendix173 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/PhoneNum04125178337
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015139
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093494
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt093954
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHI K LENART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHI K LENART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VALERIE KAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05829
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To improve the quality of living and independence for senior citizens and women battling breast cancer, who are ineligible for government assistance but are financially unable to pay for care, by providing grants to non-medical home care agencies to provide the necessary home care services.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED PERSONAL HOME CARE SERVICES THROUGH GRANTS MADE DIRECTLY TO 14 SERVICE ORGANIZATIONS FOR THE BENEFIT OF 39 SENIOR CITIZENS AND BREAST CANCER PATIENT IN NEED OF ASSISTANCE WITH DAILY ACTIVITIES WHO WERE IN FINANCIAL NEED BUT INELIGIBLE FOR GOVERNMENT FINANCIAL ASSISTANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020240
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029472
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03536
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022788
IRS990EZ/SpecialEventsNetIncomeLossAmt010700
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0376
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049712
IRS990EZ/TotalProgramServiceExpensesAmt020240
IRS990EZ/TotalRevenueAmt050548
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0cherylkayfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt073336
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt080128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0105066
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0137309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0116845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0512684
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0512684
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt073336
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt080128
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0105066
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0137309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0116845
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0512684
IRS990ScheduleA/TotalSupportAmt0512684
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01325
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01325
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022788
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING & SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DIRECT MAIL AND ON-LINE CAMPAIGNS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010208
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018418
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018418
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010700
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0309
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05406
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02356
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05540
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: PROGRAM SERVICES - GRANT | Donee's Name: HOME INSTEAD- 600 | Donee's Address: 3675 VARTAN WAY, SUITE 202 HARRISBURG PA 17110 | Relationship of Donee: SERVICE PROVIDER | Cash Amount Given: $6448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $4264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information Technology $513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4On-line Processing Fees $183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Registration Fees $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Credit Card Payable - Beginning $376 Credit Card Payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHI K LENART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHERYL KAY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHER
ReturnHeader/Filer/EIN0463463830
ReturnHeader/Filer/PhoneNum04125178337
ReturnHeader/Filer/USAddress/AddressLine1Txt0661 ALLEGHENY AVENUE
ReturnHeader/Filer/USAddress/CityNm0OAKMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015139
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251264222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wilder & Company LTD PC CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 SUMMIT DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015601
ReturnHeader/PreparerPersonGrp/PhoneNum07248322430
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOROTHY A DeBONE CPA
ReturnHeader/ReturnTs02019-11-12T12:47:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,954
Liabilities
-
Net assets
$93,954
Revenue
$50,548
Expenses
$49,712
Net income
$836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.30$0.43$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.22$0.37$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.22$0.45$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.51$0.50$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.86$0.59$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.99$0.67$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.23$1.17$0.94$0.23