Civic Intelligence

Katie Foundation

990 • Fiscal year 2021 • EIN 81-3556199

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization ProfileWWW.THEKATIEFOUNDATION.ORG
2226 Cedar AvenueScranton, PA 18505

(570) 814-5133

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

80th percentile

39%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

83rd percentile

50%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$624,199

Up $209,146 (+50%) from 2020

Net Assets

Up

$624,199

Up $209,146 (+50%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin80th percentile

Revenue

Down

$28,290

Down $384,195 (-93%) from 2020

Expenses

Up

$17,226

Up $2,051 (+14%) from 2020

Net Income

Down

$11,064

Down $386,246 (-97%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$800K$600K$400K$200K$0Assets 2020: $415,053Liabilities 2020: $0Net Assets 2020: $415,0532020Assets 2021: $624,199Liabilities 2021: $0Net Assets 2021: $624,1992021Assets 2022: $453,045Liabilities 2022: $1Net Assets 2022: $453,0452022Assets 2023: $28,620Liabilities 2023: $1Net Assets 2023: $28,6202023Assets 2024: $2,839Liabilities 2024: $0Net Assets 2024: $2,8392024

Highlighted filing

2021

Assets$624,199
Liabilities$0
Net Assets$624,199
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$500K$0-$500KRevenue 2020: $412,485Expenses 2020: $15,175Net Income 2020: $397,3102020Revenue 2021: $28,290Expenses 2021: $17,226Net Income 2021: $11,0642021Revenue 2022: $145,688Expenses 2022: $118,760Net Income 2022: $26,9282022Revenue 2023: -$62,548Expenses 2023: $361,877Net Income 2023: -$424,4252023Revenue 2024: $27,662Expenses 2024: $53,443Net Income 2024: -$25,7812024

Highlighted filing

2021

Revenue$28,290
Expenses$17,226
Net Income$11,064
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Gross Receipts
$31,916
Mission and Program Overview

Mission

We inspire people to speak up about mental illness and the need for openness and compassion. We support initiatives that provide better treatment for people living with a mental illness. We support research to find cures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$415,053$624,199▲ $209,146
Investments in Publicly Traded Securities$394,974$593,704▲ $198,730
Cash and Non-Interest-Bearing Accounts$20,079$30,495▲ $10,416
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$415,053$624,199▲ $209,146
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$415,053$624,199▲ $209,146
Total Liabilities and Net Assets / Fund Balance$415,053$624,199▲ $209,146
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Sarah ShoenerPresident
Ed ShoenerVice President
Revenue and Support

Revenue Composition

Contributions and Grants
$25,699
Program Service Revenue
$0
Investment Income
$1,094
Other Revenue
$1,497
All Other Contributions
$25,699
Change in Net Assets
$11,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,800
Other Expenses$426
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,800--$16,800
Office Expenses$426--$426
Total Functional Expenses$17,226$0$0$17,226
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Geisinger Commonwealth School of MedicineScranton, PA501(c)3To Provide Funding for Mental Illness Research$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,123
Fundraising Direct Expenses$3,626
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
Backup withholding compliance
Yes
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, Part VI, Section A, Line 2

“Sarah shoener is the daughter-in-law of ed shoener.”

Form 990, Part VI, Section A, Line 8A

“The board meetings are not documented as the content is primarily in nature to the organization itself.”

Form 990, Part VI, Section A, Line 8B

“The board meetings are not documented as the content is primarily in nature to the organization itself.”

Form 990, Part VI, Section B, Line 11B

“The organization's form 990 is prepared by an independent accounting firm. The form 990 is reviewed and filed by the organization's president.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Katie Foundation
EIN
81-3556199
Phone
5708145133
Address
2226 CEDAR AVENUE, SCRANTON, PA 18505

Signing Officer

Name
Sarah Shoener
Title
President
Phone
5708145133
Signed
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Shoener
Formed
2016
Legal Domicile
Pa
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Mcgrail Merkel Quinn & Associates Pc
Address
1173 CLAY AVENUE, SCRANTON, PA 18510
Preparer
Daniel J Gerrity CPA
Phone
5709610345
Raw XML Appendix298 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEETINGS ARE NOT DOCUMENTED AS THE CONTENT IS PRIMARILY IN NATURE TO THE ORGANIZATION ITSELF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MEETINGS ARE NOT DOCUMENTED AS THE CONTENT IS PRIMARILY IN NATURE TO THE ORGANIZATION ITSELF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 IS REVIEWED AND FILED BY THE ORGANIZATION'S PRESIDENT.
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
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ReturnHeader/ReturnTs02022-11-15T12:19:38-06:00
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$624,199
Liabilities
$0
Net assets
$624,199
Revenue
$28,290
Expenses
$17,226
Net income
$11,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.28$0.53$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.63$3.62$4.24
2022Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$1.46$1.19$0.27
2021Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.28$0.17$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$4.12$0.15$3.97