Civic Intelligence

Kate J Solomon Family Foundation

990PF • Fiscal year 2021 • EIN 46-4781227

May 01, 2020 to Apr 30, 2021 • Filed on Sep 13, 2021

Organization Profile
Strauss Assoc 307 5th Ave FL 8New York, NY 10016-6517

(212) 779-4700

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.00x

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Net Margin

50th percentile

26%

Higher net margin than 50% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Asset Growth

52nd percentile

4.0%

Faster asset growth than 52% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-89%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$1,351,229

Up $51,539 (+4.0%) from 2020

Net Assets

$1,351,229

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin50th percentile

Revenue

Down

$196,731

Down $1,561,571 (-89%) from 2020

Expenses

Down

$145,192

Down $71,747 (-33%) from 2020

Net Income

Down

$51,539

Down $1,489,824 (-97%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.5M$1.0M$500K$0Assets 2014: $327,562Liabilities 2014: $02014Assets 2015: $290,823Liabilities 2015: $02015Assets 2016: $511,943Liabilities 2016: $02016Assets 2020: $1,299,690Liabilities 2020: $02020Assets 2021: $1,351,229Liabilities 2021: $0Net Assets 2021: $1,351,2292021Assets 2022: $1,181,334Liabilities 2022: $0Net Assets 2022: $1,181,3342022Assets 2023: $1,087,719Liabilities 2023: $0Net Assets 2023: $1,087,7192023Assets 2024: $893,091Liabilities 2024: $0Net Assets 2024: $893,0912024Assets 2025: $813,733Liabilities 2025: $0Net Assets 2025: $813,7332025

Highlighted filing

2021

Assets$1,351,229
Liabilities$0
Net Assets$1,351,229
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $648,243Expenses 2014: $6,850Net Income 2014: $641,3932014Revenue 2015: $151,959Expenses 2015: $46,000Net Income 2015: $105,9592015Revenue 2016: $565,959Expenses 2016: $69,379Net Income 2016: $496,5802016Revenue 2020: $1,758,302Expenses 2020: $216,939Net Income 2020: $1,541,3632020Revenue 2021: $196,731Expenses 2021: $145,192Net Income 2021: $51,5392021Revenue 2022: $137,606Expenses 2022: $307,501Net Income 2022: -$169,8952022Revenue 2023: -$16,679Expenses 2023: $76,936Net Income 2023: -$93,6152023Revenue 2024: -$3,354Expenses 2024: $191,274Net Income 2024: -$194,6282024Revenue 2025: $133,508Expenses 2025: $212,866Net Income 2025: -$79,3582025

Highlighted filing

2021

Revenue$196,731
Expenses$145,192
Net Income$51,539
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Sep 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATE J SOLOMONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kate J Solomon Foundation
EIN
46-4781227
Phone
2127794700
Address
STRAUSS ASSOC 307 5TH AVE FL 8, NEW YORK, NY 10016-6517

Signing Officer

Name
Kate J Solomon
Title
Trustee
Phone
2127794700
Signed
2021-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Barry M Strauss Assoc Ltd
Address
307 FIFTH AVENUE 8TH FL, NEW YORK, NY 10016-6517
Preparer
Arye Ringel
Phone
2127794700
Raw XML Appendix318 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/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0108950
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0112149
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt072480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt030041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt042083
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt042083
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0248441
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0112149
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018971
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt072480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030041
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0123750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014800
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0275724
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010998
TaxesSchedule/TaxesDetail/Amt010399
TaxesSchedule/TaxesDetail/Amt145
TaxesSchedule/TaxesDetail/CategoryTxt0US EXCISES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX W/H
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt145
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE J SOLOMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127794700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATE J SOLOMON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATE
ReturnHeader/Filer/EIN0464781227
ReturnHeader/Filer/PhoneNum02127794700
ReturnHeader/Filer/USAddress/AddressLine1Txt0STRAUSS ASSOC 307 5TH AVE FL 8
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100166517
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133499413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARRY M STRAUSS ASSOC LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0307 FIFTH AVENUE 8TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100166517
ReturnHeader/PreparerPersonGrp/PhoneNum02127794700
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARYE RINGEL
ReturnHeader/ReturnTs02021-09-13T16:55:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOLOMON
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,351,229
Liabilities
$0
Net assets
$1,351,229
Revenue
$196,731
Expenses
$145,192
Net income
$51,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.13$0.21$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.00$0.19$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.02$0.08$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.14$0.31$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.20$0.15$0.05
2020Summary only. Only limited summary data is available for this year.$1.30$0.00$1.76$0.22$1.54
2016Summary only. Only limited summary data is available for this year.$0.51$0.00$0.57$0.07$0.50
2015Summary only. Only limited summary data is available for this year.$0.29$0.00$0.15$0.05$0.11
2014Summary only. Only limited summary data is available for this year.$0.33$0.00$0.65$0.01$0.64