Civic Intelligence

Katie Foundation

990PF • Fiscal year 2022 • EIN 81-3556199

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 28, 2023

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

17th percentile

-27%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

415%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$453,045

Down $171,154 (-27%) from 2021

Net Assets

Down

$453,045

Down $171,154 (-27%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin69th percentile

Revenue

Up

$145,688

Up $117,398 (+415%) from 2021

Expenses

Up

$118,760

Up $101,534 (+589%) from 2021

Net Income

Up

$26,928

Up $15,864 (+143%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th 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: $0Net Assets 2022: $453,0452022Assets 2023: $28,620Liabilities 2023: $1Net Assets 2023: $28,6202023Assets 2024: $2,839Liabilities 2024: $0Net Assets 2024: $2,8392024

Highlighted filing

2022

Assets$453,045
Liabilities$0
Net Assets$453,045
Open 2022 Filing

Operations Trend

Revenue Growth95th 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

2022

Revenue$145,688
Expenses$118,760
Net Income$26,928
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 28, 2023
Return Version
2022v5.0
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.

Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH SHOENERPresident-$0--
ED SHOENERVice President-$0--
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
2023-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Mcgrail Merkel Quinn & Associates Pc
Address
1173 CLAY AVENUE, SCRANTON, PA 18510
Preparer
Daniel J Gerrity CPA
Phone
5709610345
Raw XML Appendix322 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/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0103689
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032030
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt082752
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt082752
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0114782
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt082752
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt082752
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0228915
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0228915
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt211093
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0902
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1226
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt211093
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0417
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0417
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH SHOENER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05708145133
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATIE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATI
ReturnHeader/Filer/EIN0813556199
ReturnHeader/Filer/PhoneNum05708145133
ReturnHeader/Filer/USAddress/AddressLine1Txt02226 CEDAR AVENUE
ReturnHeader/Filer/USAddress/CityNm0SCRANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018505
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232226550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGRAIL MERKEL QUINN & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01173 CLAY AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCRANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018510
ReturnHeader/PreparerPersonGrp/PhoneNum05709610345
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J GERRITY CPA
ReturnHeader/ReturnTs02023-09-07T15:26:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHOENER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$453,045
Liabilities
$0
Net assets
$453,045
Revenue
$145,688
Expenses
$118,760
Net income
$26,928
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