Civic Intelligence

Kona Charitable Foundation Inc.

990PF • Fiscal year 2024 • EIN 81-4774595

Jan 01, 2024 to Dec 31, 2024 • Filed on May 08, 2025

Organization Profile
10706 Beaver Dam Road Fifth FloorCockeysville, MD 21030

(410) 568-1500

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

48th percentile

1.8%

Higher net margin than 48% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

50th percentile

0.2%

Faster asset growth than 50% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$495,565

Up $1,225 (+0.2%) from 2023

Net Assets

$495,565

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin48th percentile

Revenue

Down

$69,522

Down $16,235 (-19%) from 2023

Expenses

Up

$68,297

Up $1,848 (+2.8%) from 2023

Net Income

Down

$1,225

Down $18,083 (-94%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$600K$400K$200K$0Assets 2019: $101,623Liabilities 2019: $02019Assets 2020: $75,893Liabilities 2020: $12020Assets 2021: $80,493Liabilities 2021: $0Net Assets 2021: $80,4932021Assets 2022: $475,032Liabilities 2022: $0Net Assets 2022: $475,0322022Assets 2023: $494,340Liabilities 2023: $12023Assets 2024: $495,565Liabilities 2024: $0Net Assets 2024: $495,5652024

Highlighted filing

2024

Assets$495,565
Liabilities$0
Net Assets$495,565
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

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

$600K$400K$200K$0Revenue 2019: $581,979Expenses 2019: $13,615Net Income 2019: $568,3642019Revenue 2020: $498,941Expenses 2020: $53,521Net Income 2020: $445,4202020Revenue 2021: $42,583Expenses 2021: $37,983Net Income 2021: $4,6002021Revenue 2022: $475,597Expenses 2022: $81,058Net Income 2022: $394,5392022Revenue 2023: $85,757Expenses 2023: $66,449Net Income 2023: $19,3082023Revenue 2024: $69,522Expenses 2024: $68,297Net Income 2024: $1,2252024

Highlighted filing

2024

Revenue$69,522
Expenses$68,297
Net Income$1,225
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON R SMITHPresident-$0--
FREDERICK G SMITHVice President-$0--
VENICE PATERAKIS SMITHSecretary/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGERSTELL ACADEMYUNRESTRICTED501(C)3FINKSBURG, MD, US$62,000
Filing and Contact Details

Filer

Filer Name
Kona Charitable Foundation Inc
EIN
81-4774595
Phone
4105681500
Address
10706 BEAVER DAM ROAD FIFTH FLOOR, COCKEYSVILLE, MD 21030

Signing Officer

Name
Frederick G Smith
Title
Vice President
Phone
4105681500
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Gross Mendelsohn & Associates Pa
Address
1801 PORTER STREET SUITE 500, BALTIMORE, MD 21230
Preparer
Scott Handwerger
Phone
4106855512
Raw XML Appendix309 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/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GERSTELL ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02500 OLD WESTMINSTER PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FINKSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021048
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt062000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0190
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt061810
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt066714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt066524
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt061810
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03282
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03282
TaxesSchedule/TaxesDetail/Amt0325
TaxesSchedule/TaxesDetail/Amt1125
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1125
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK G SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04105681500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KONA CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KONA
ReturnHeader/Filer/EIN0814774595
ReturnHeader/Filer/PhoneNum04105681500
ReturnHeader/Filer/USAddress/AddressLine1Txt010706 BEAVER DAM ROAD FIFTH FLOOR
ReturnHeader/Filer/USAddress/CityNm0COCKEYSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021030
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520982413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROSS MENDELSOHN & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 PORTER STREET SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALTIMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021230
ReturnHeader/PreparerPersonGrp/PhoneNum04106855512
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT HANDWERGER
ReturnHeader/ReturnTs02025-05-08T10:38:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$495,565
Liabilities
$0
Net assets
$495,565
Revenue
$69,522
Expenses
$68,297
Net income
$1,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.70$0.68$0.01
2023Summary only. Only limited summary data is available for this year.$4.94$0.00$0.86$0.66$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$4.76$0.81$3.95
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.43$0.38$0.05
2020Summary only. Only limited summary data is available for this year.$0.76$0.00$4.99$0.54$4.45
2019Summary only. Only limited summary data is available for this year.$1.02$0.00$5.82$0.14$5.68