Civic Intelligence

Kate Family Foundation

990PF • Fiscal year 2011 • EIN 73-6322336

Jan 01, 2011 to Dec 31, 2011 • Filed on May 15, 2012

Organization Profile
2413 NW 55th Place73112
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

97th percentile

145%

Faster asset growth than 97% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$609,936

Up $361,402 (+145%) from 2010

Net Assets

Up

$609,936

Up $361,402 (+145%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$14,782

Up $3,370 (+30%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$800K$600K$400K$200K$0Assets 2010: $248,534Liabilities 2010: $0Net Assets 2010: $248,5342010Assets 2011: $609,936Liabilities 2011: $0Net Assets 2011: $609,9362011Assets 2012: $621,014Liabilities 2012: $0Net Assets 2012: $621,0142012Assets 2013: $642,785Liabilities 2013: $0Net Assets 2013: $642,7852013Assets 2014: $651,773Liabilities 2014: $0Net Assets 2014: $651,7732014Assets 2015: $662,569Liabilities 2015: $0Net Assets 2015: $662,5692015Assets 2016: $667,750Liabilities 2016: $0Net Assets 2016: $667,7502016Assets 2017: $669,960Liabilities 2017: $0Net Assets 2017: $669,9602017Assets 2018: $677,832Liabilities 2018: $0Net Assets 2018: $677,8322018Assets 2019: $682,200Liabilities 2019: $0Net Assets 2019: $682,2002019Assets 2020: $663,577Liabilities 2020: $0Net Assets 2020: $663,5772020Assets 2021: $687,178Liabilities 2021: $0Net Assets 2021: $687,1782021Assets 2022: $691,941Liabilities 2022: $0Net Assets 2022: $691,9412022Assets 2023: $689,663Liabilities 2023: $0Net Assets 2023: $689,6632023Assets 2024: $662,607Liabilities 2024: $0Net Assets 2024: $662,6072024

Highlighted filing

2011

Assets$609,936
Liabilities$0
Net Assets$609,936
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $11,4122010Expenses 2011: $14,7822011Expenses 2012: $25,1072012Revenue 2013: $38,058Expenses 2013: $35,593Net Income 2013: $2,4652013Revenue 2014: $38,959Expenses 2014: $48,268Net Income 2014: -$9,3092014Revenue 2015: $45,930Expenses 2015: $43,105Net Income 2015: $2,8252015Revenue 2016: $33,949Expenses 2016: $42,438Net Income 2016: -$8,4892016Revenue 2017: $38,299Expenses 2017: $44,051Net Income 2017: -$5,7522017Revenue 2018: $36,813Expenses 2018: $43,725Net Income 2018: -$6,9122018Revenue 2019: $38,702Expenses 2019: $43,832Net Income 2019: -$5,1302019Revenue 2020: $26,216Expenses 2020: $53,170Net Income 2020: -$26,9542020Revenue 2021: $48,842Expenses 2021: $54,179Net Income 2021: -$5,3372021Revenue 2022: $40,961Expenses 2022: $53,937Net Income 2022: -$12,9762022Revenue 2023: $35,758Expenses 2023: $54,509Net Income 2023: -$18,7512023Revenue 2024: $29,555Expenses 2024: $72,414Net Income 2024: -$42,8592024

Highlighted filing

2011

Revenue-
Expenses$14,782
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA A KATETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPRSBYTERIAN URBAN MISSIONSTO BENEFITURBAN MISSIONSPUBLICOKLAHOMA CITY, OK, US$6,234
Paid GrantOUR PIECE OF THE PIE FDNTO BENEFITURBAN MISSIONSPUBLICHARTFORD, CT, US$5,000
Filing and Contact Details

Filer

EIN
73-6322336
Raw XML Appendix353 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CITIGROUP INC
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0LOIS M KATE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount16234
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO BENEFITURBAN MISSIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO BENEFITURBAN MISSIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10OUR PIECE OF THE PIE FDN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11PRSBYTERIAN URBAN MISSIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1020-28 SARGEANT ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11OKLAHOMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HARTFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1OKLAHOMA CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode173112
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear011234
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017344
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear014782
IRS990PF/UndistributedIncome/ExcessFromCurrentYear014782
IRS990PF/UndistributedIncome/QualifyingDistributions014782
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus014782
IRS990PF/UndistributedIncome/TaxableAmount2011234
IRS990PF/UndistributedIncome/TotalCorpus014782
IRS990PF/UndistributedIncome/UndistributedIncomeCY017344
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear011234
IRS990ScheduleB/ContributorInfo/AggregateContributions0298335
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine102413 NW 55TH PLACE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0OKLAHOMA CITY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0OK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode073112
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0LOIS M KATE ESTATE
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02011-09-01
IRS990ScheduleB/NoncashProperty/FairMarketValue0298335
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0VARIOUS STOCK SHARES FROM ESTATE
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherIncreasesSchedule/OtherIncreases/Amount066439
OtherIncreasesSchedule/OtherIncreases/Description0GAIN FROM SALE OF STOCK
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02574
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount1377
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TD AMERITRADE INVESTMENT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1TD AMERITRADE BANK/OTHER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome02574
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome1377
TaxesSchedule/Taxes/Amount0161
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps0161
TaxesSchedule/Taxes/NetInvestmentIncome0161
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0736322336
ReturnHeader/Filer/Name/BusinessNameLine10KATE FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0KATE
ReturnHeader/Filer/Phone04058437941
ReturnHeader/Filer/USAddress/AddressLine102413 NW 55TH PLACE
ReturnHeader/Filer/USAddress/City0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode073112
ReturnHeader/Officer/DateSigned02012-05-15
ReturnHeader/Officer/Name0PATRICIA KATE
ReturnHeader/Officer/Phone04058437941
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-05-18
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BEN F SANDERS CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105700 N PORTLAND AVE STE 304
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0OKLAHOMA CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0731121662
ReturnHeader/Preparer/Name0BEN F SANDERS
ReturnHeader/Preparer/Phone04058430037
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-18T08:49:43-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$609,936
Liabilities
$0
Net assets
$609,936
Revenue
-
Expenses
$14,782
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.30$0.72$0.43
2023Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.36$0.55$0.19
2022Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.41$0.54$0.13
2021Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.49$0.54$0.05
2020Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.26$0.53$0.27
2019Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.39$0.44$0.05
2018Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.37$0.44$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.38$0.44$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.34$0.42$0.08
2015Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.46$0.43$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.39$0.48$0.09
2013Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.38$0.36$0.02
2012Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.25
2011Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.11