Civic Intelligence

Katie Caples Foundation Inc.

990 • Fiscal year 2023 • EIN 59-3580838

Jul 01, 2022 to Jun 30, 2023 • Filed on Jun 15, 2024

2398 Sadler RdFernandina Beach, FL 32034

(904) 491-0811

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

44th percentile

1.6%

Faster asset growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-16%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$534,043

Up $8,299 (+1.6%) from 2022

Net Assets

Up

$534,043

Up $13,393 (+2.6%) from 2022

Liabilities

Down

$0

Down $5,094 (-100%) from 2022

Revenue

Down

$28,802

Down $5,503 (-16%) from 2022

Expenses

Down

$15,409

Down $25,840 (-63%) from 2022

Net Income

Up

$13,393

Up $20,337 (+293%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $332,972Liabilities 2010: $02010Assets 2011: $417,214Liabilities 2011: $11,854Net Assets 2011: $405,3602011Assets 2012: $487,482Liabilities 2012: $17,015Net Assets 2012: $470,4672012Assets 2013: $539,235Liabilities 2013: $8,064Net Assets 2013: $531,1712013Assets 2014: $661,727Liabilities 2014: $5,211Net Assets 2014: $656,5162014Assets 2015: $525,495Liabilities 2015: $22,612Net Assets 2015: $502,8832015Assets 2016: $379,093Liabilities 2016: $7,891Net Assets 2016: $371,2022016Assets 2017: $394,310Liabilities 2017: $3,924Net Assets 2017: $390,3862017Assets 2018: $429,751Liabilities 2018: $2,421Net Assets 2018: $427,3302018Assets 2019: $489,197Liabilities 2019: $1,256Net Assets 2019: $487,9412019Assets 2020: $462,475Liabilities 2020: $6,973Net Assets 2020: $455,5022020Assets 2021: $471,676Liabilities 2021: $5,094Net Assets 2021: $466,5822021Assets 2022: $525,744Liabilities 2022: $5,094Net Assets 2022: $520,6502022Assets 2023: $534,043Liabilities 2023: $0Net Assets 2023: $534,0432023Assets 2024: $490,683Liabilities 2024: $0Net Assets 2024: $490,6832024

Highlighted filing

2023

Assets$534,043
Liabilities$0
Net Assets$534,043

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $97,434Expenses 2010: $69,189Net Income 2010: $28,2452010Revenue 2011: $251,747Expenses 2011: $208,427Net Income 2011: $43,3202011Revenue 2012: $319,151Expenses 2012: $254,044Net Income 2012: $65,1072012Revenue 2013: $366,308Expenses 2013: $288,236Net Income 2013: $78,0722013Revenue 2014: $154,292Expenses 2014: $83,032Net Income 2014: $71,2602014Revenue 2015: $303,301Expenses 2015: $383,964Net Income 2015: -$80,6632015Revenue 2016: $166,778Expenses 2016: $281,989Net Income 2016: -$115,2112016Revenue 2017: $107,029Expenses 2017: $96,783Net Income 2017: $10,2462017Revenue 2018: $79,716Expenses 2018: $43,575Net Income 2018: $36,1412018Revenue 2019: $94,261Expenses 2019: $22,922Net Income 2019: $71,3392019Revenue 2020: $35,269Expenses 2020: $47,879Net Income 2020: -$12,6102020Revenue 2021: $40,402Expenses 2021: $68,779Net Income 2021: -$28,3772021Revenue 2022: $34,305Expenses 2022: $41,249Net Income 2022: -$6,9442022Revenue 2023: $28,802Expenses 2023: $15,409Net Income 2023: $13,3932023Revenue 2024: $78,624Expenses 2024: $13,830Net Income 2024: $64,7942024

Highlighted filing

2023

Revenue$28,802
Expenses$15,409
Net Income$13,393
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jun 15, 2024
Return Version
2022v5.0
Gross Receipts
$28,802
Mission and Program Overview

Mission

The katie caples foundation is committed to increasing the number of registered organ donors and eliminating the wait for those on the national transplant waiting list. The foundation pursues achievement of this mission through organ donor registration awareness and educational presentations, which inform and encourage audiences to register to become an organ donor. Partnerships with regional and national healthcare facilities, universities, and nonprofit organizations have allowed the foundation to expand its awareness raising campaigns and organ donor educational programming resulting in a significant increase in the number of registered organ donors in the areas the foundation serves. Additionally, the foundation awards academic scholarships to deserving young people in the north florida region. These scholarships are funded through private donations and the katie invitational.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$520,650$534,043▲ $13,393
Investments in Publicly Traded Securities$284,607$364,303▲ $79,696
Savings and Temporary Cash Investments$108,682$158,154▲ $49,472
Cash and Non-Interest-Bearing Accounts$128,263$11,586▼ $116,677
Land, Buildings, and Equipment, Net$4,152--
Accounts Receivable$40--
Total Assets$525,744$534,043▲ $8,299
Liabilities
Other Liabilities$5,094--
Total Liabilities$5,094$0▼ $5,094
Net Assets / Fund Balance
Total Net Assets Fund Balance$520,650$534,043▲ $13,393
Total Liabilities and Net Assets / Fund Balance$525,744$534,043▲ $8,299
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ann C McgrathPresident
Amy ReeseDirector
Delores BakerDirector
Susan CaplesDirector
Tom OdenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,790
Program Service Revenue
$0
Investment Income
$12
Other Revenue
$0
Change in Net Assets
$13,393
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,409
Grants and Similar Amounts Paid$7,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$7,000--$7,000
Other Expenses-$4,104-$4,104
Advertising$2,000--$2,000
Fees for Services Accounting-$2,000-$2,000
Office Expenses-$205-$205
Fees for Services Other-$100-$100
Total Functional Expenses$9,000$6,409$0$15,409
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
No
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Katie Caples Foundation Inc
EIN
59-3580838
Phone
9044910811
Address
2398 SADLER RD, FERNANDINA BEACH, FL 32034
Doing Business As
Katie Caples Scholarship Foundation

Signing Officer

Name
Susan Caples
Title
Director
Phone
9044910811
Signed
2024-06-15

Organization Details

Principal Officer
Susan Caples
Formed
1999
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
4
Employees
0

Preparer

Firm
Courson & Stam
Address
2398 SADLER RD, FERNANDINA BEACH, FL 32034-4556
Preparer
Pierre Laporte
Phone
9042617803
Supplemental Narrative

Additional Explanations

Form 990

Organization's mission - the katie caples foundaiton was establishedin 1998, in memory of katie caples who became an organ and tissue donor after not surviving the trauma of an automobile accident. The foundation's mission includes (1) stimulate change in organ/tissue donation awareness and (2) create environments and establish programs that will enrich middle and highschool students through awards and scholarships recognizing excellence in character, academics,empathy, respect, athletics, team accomplishments and individual community contributions. Form 990 organization's mission the katie caples foundation is committed to increasing the number of registered organ donors and eliminating the wait for those on the national transplant waiting list. The foundation pursues achievement of this mission through organ donors registration awareness and educational presentations,wich inform and encourage audiences to register to become an organ donor. Partnerships with regional and national healthcare facilities, universities, and non profit organizations have allowed the foundation to expand iss awareness raising campaignsand organ doar education programming resulting in a significant increase in the number of registered organ donors in the areas the foundation seves. Additionally, the foundation awards academci scholarships to deserving young people in the north florida region. These scholarships are funded through private donations and the katie invitational.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S MISSION - THE KATIE CAPLES FOUNDAITON WAS ESTABLISHEDIN 1998, IN MEMORY OF KATIE CAPLES WHO BECAME AN ORGAN AND TISSUE DONOR AFTER NOT SURVIVING THE TRAUMA OF AN AUTOMOBILE ACCIDENT. THE FOUNDATION'S MISSION INCLUDES (1) STIMULATE CHANGE IN ORGAN/TISSUE DONATION AWARENESS AND (2) CREATE ENVIRONMENTS AND ESTABLISH PROGRAMS THAT WILL ENRICH MIDDLE AND HIGHSCHOOL STUDENTS THROUGH AWARDS AND SCHOLARSHIPS RECOGNIZING EXCELLENCE IN CHARACTER, ACADEMICS,EMPATHY, RESPECT, ATHLETICS, TEAM ACCOMPLISHMENTS AND INDIVIDUAL COMMUNITY CONTRIBUTIONS. FORM 990 ORGANIZATION'S MISSION THE KATIE CAPLES FOUNDATION IS COMMITTED TO INCREASING THE NUMBER OF REGISTERED ORGAN DONORS AND ELIMINATING THE WAIT FOR THOSE ON THE NATIONAL TRANSPLANT WAITING LIST. THE FOUNDATION PURSUES ACHIEVEMENT OF THIS MISSION THROUGH ORGAN DONORS REGISTRATION AWARENESS AND EDUCATIONAL PRESENTATIONS,WICH INFORM AND ENCOURAGE AUDIENCES TO REGISTER TO BECOME AN ORGAN DONOR. PARTNERSHIPS WITH REGIONAL AND NATIONAL HEALTHCARE FACILITIES, UNIVERSITIES, AND NON PROFIT ORGANIZATIONS HAVE ALLOWED THE FOUNDATION TO EXPAND ISS AWARENESS RAISING CAMPAIGNSAND ORGAN DOAR EDUCATION PROGRAMMING RESULTING IN A SIGNIFICANT INCREASE IN THE NUMBER OF REGISTERED ORGAN DONORS IN THE AREAS THE FOUNDATION SEVES. ADDITIONALLY, THE FOUNDATION AWARDS ACADEMCI SCHOLARSHIPS TO DESERVING YOUNG PEOPLE IN THE NORTH FLORIDA REGION. THESE SCHOLARSHIPS ARE FUNDED THROUGH PRIVATE DONATIONS AND THE KATIE INVITATIONAL.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0520650
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0534043
IRS990/TotalProgramServiceExpensesAmt09000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028802
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0525744
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0534043
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN CAPLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09044910811
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATIE CAPLES FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KATI
ReturnHeader/Filer/EIN0593580838
ReturnHeader/Filer/PhoneNum09044910811
ReturnHeader/Filer/USAddress/AddressLine1Txt02398 SADLER RD
ReturnHeader/Filer/USAddress/CityNm0FERNANDINA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200564121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COURSON & STAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02398 SADLER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FERNANDINA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0320344556
ReturnHeader/PreparerPersonGrp/PhoneNum09042617803
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PIERRE LAPORTE
ReturnHeader/ReturnTs02024-06-15T19:43:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAPLES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.79$0.14$0.65
2023Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.29$0.15$0.13
2022Detailed filing. Detailed filing data is available for this year.$5.26$0.05$5.21$0.34$0.41$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.72$0.05$4.67$0.40$0.69$0.28
2020Detailed filing. Detailed filing data is available for this year.$4.62$0.07$4.56$0.35$0.48$0.13
2019Detailed filing. Detailed filing data is available for this year.$4.89$0.01$4.88$0.94$0.23$0.71
2018Detailed filing. Detailed filing data is available for this year.$4.30$0.02$4.27$0.80$0.44$0.36
2017Detailed filing. Detailed filing data is available for this year.$3.94$0.04$3.90$1.07$0.97$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.79$0.08$3.71$1.67$2.82$1.15
2015Summary only. Only limited summary data is available for this year.$5.25$0.23$5.03$3.03$3.84$0.81
2014Summary only. Only limited summary data is available for this year.$6.62$0.05$6.57$1.54$0.83$0.71
2013Summary only. Only limited summary data is available for this year.$5.39$0.08$5.31$3.66$2.88$0.78
2012Summary only. Only limited summary data is available for this year.$4.87$0.17$4.70$3.19$2.54$0.65
2011Summary only. Only limited summary data is available for this year.$4.17$0.12$4.05$2.52$2.08$0.43
2010Summary only. Only limited summary data is available for this year.$3.33$0.00$0.97$0.69$0.28