Civic Intelligence

Catena Foundation

990T • Fiscal year 2020 • EIN 81-3783868

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

PO Box 994Carbondale, CO 81623

(970) 340-4141

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600M$400M$200M$0Assets 2019: $157,511,233Liabilities 2019: $0Net Assets 2019: $157,511,2332019Assets 2020: $166,234,363Liabilities 2020: $896Net Assets 2020: $166,233,4672020Assets 2021: $397,661,850Liabilities 2021: $3,425Net Assets 2021: $397,658,4252021Assets 2022: $438,062,805Liabilities 2022: $4,134Net Assets 2022: $438,058,6712022Assets 2024: $596,379,235Liabilities 2024: $12,469Net Assets 2024: $596,366,7662024

Latest loaded filing

2024

Assets$596,379,235
Liabilities$12,469
Net Assets$596,366,766

Operations Trend

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

$300M$200M$100M$0-$100MRevenue 2019: $87,426,504Expenses 2019: $12,455,197Net Income 2019: $74,971,3072019Revenue 2020: $38,410,503Expenses 2020: $25,947,427Net Income 2020: $12,463,0762020Revenue 2021: $217,833,912Expenses 2021: $28,321,974Net Income 2021: $189,511,9382021Revenue 2022: $140,948,730Expenses 2022: $41,546,612Net Income 2022: $99,402,1182022Revenue 2024: $31,209,309Expenses 2024: $32,777,162Net Income 2024: -$1,567,8532024

Latest loaded filing

2024

Revenue$31,209,309
Expenses$32,777,162
Net Income-$1,567,853
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Catena Foundation
EIN
81-3783868
Phone
9703404141
Address
PO BOX 994, CARBONDALE, CO 81623

Signing Officer

Name
Gregory Nelson
Title
Assistant Treasurer
Phone
9703404141
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Reese Henry & Company Inc
Address
400 EAST MAIN ST SUITE 2, ASPEN, CO 81611
Preparer
Kelly G Boggs CPA
Phone
9709253771
Raw XML Appendix76 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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IRS1120ScheduleD/Form4797GainOrLossAmt070
IRS1120ScheduleD/NetCapitalGainAmt070
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt070
IRS990T/BooksInCareOfDetail/PersonNm0KERRI GENUNG
IRS990T/BooksInCareOfDetail/PhoneNum09703559695
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 994
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CARBONDALE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd081623
IRS990T/BookValueAssetsEOYAmt0166234363
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt070
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-946
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-876
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-876
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBI FROM PASSTHROUGH INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-876
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-876
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-876
IRS990T/TotalUBTIBeforeSection199AAmt0-876
IRS990T/TotalUBTIComputedAmt0-876
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
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ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY NELSON
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ReturnHeader/BusinessOfficerGrp/PhoneNum09703404141
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATENA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CATE
ReturnHeader/Filer/EIN0813783868
ReturnHeader/Filer/PhoneNum09703404141
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 994
ReturnHeader/Filer/USAddress/CityNm0CARBONDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081623
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840803727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REESE HENRY & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 EAST MAIN ST SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASPEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081611
ReturnHeader/PreparerPersonGrp/PhoneNum09709253771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY G BOGGS CPA
ReturnHeader/ReturnTs02021-11-15T15:37:16-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NELSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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