Civic Intelligence

Kathryn Goffredo Memorial Foundation

EIN 81-5154728 • 501(c)3 • LA Crescenta, CA

Profile

To raise funds to provide donations to specified 501(c0(3) charitable organizations.

5047 Zoe Anne WayLA Crescenta, CA 91214

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

88th percentile

59%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,961

Up $11,535 (+59%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$30,961

Up $11,535 (+59%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$37,041

Up $4,269 (+13%) from 2017

Expenses

Up

$25,506

Up $12,160 (+91%) from 2017

Net Income

Down

$11,535

Down $7,891 (-41%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2017: $19,426Net Assets 2017: $19,4262017Assets 2018: $30,961Net Assets 2018: $30,9612018

Highlighted filing

2018

Assets$30,961
Liabilities-
Net Assets$30,961
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0Revenue 2017: $32,772Expenses 2017: $13,346Net Income 2017: $19,4262017Revenue 2018: $37,041Expenses 2018: $25,506Net Income 2018: $11,5352018

Highlighted filing

2018

Revenue$37,041
Expenses$25,506
Net Income$11,535
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,961
Liabilities
-
Net assets
$30,961
Revenue
$37,041
Expenses
$25,506
Net income
$11,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$31.0$31.0$37.0$25.5$11.5
2017Detailed filing. Detailed filing data is available for this year.$19.4$19.4$32.8$13.3$19.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$37,041
Mission and Program Overview

Mission

To raise funds to provide donations to specified 501(c0(3) charitable organizations.

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDS TO THREE 501(C)(3) ORGANIZATIONS.$11,500$11,500
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES GOFFREDOCFO-$0--
KRISTEN MILANOCEO-$0--
KIMBERLY TATMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Kathryn Goffredo Memorial Foundation
EIN
81-5154728
Phone
8185475701
Address
5047 ZOE ANNE WAY, LA CRESCENTA, CA 91214

Signing Officer

Name
James Goffredo
Title
CFO
Signed
2019-11-05
Discuss with paid preparer
Yes

Preparer

Firm
The Accountancy Llp
Address
330 N BRAND BLVD STE 200, GLENDALE, CA 91203-2361
Preparer
R John Effner CPA
Phone
8185475701
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: DONATION | Donee's Name: CITY OF HOPE | Donee's Address: 1500 DUARTE RD DUARTE CA 91010 | Relationship of Donee: NONE | Cash Amount Given: $11500”

Other Expenses.1

“Registry of charitable trusts $25”

Other Expenses.2

“FRANCHISE TAX BOARD $10”

Raw XML Appendix127 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES GOFFREDO
IRS990EZ/BooksInCareOfDetail/PhoneNum08185475701
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0330 NORTH BRAND BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLENDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019426
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030961
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037041
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011535
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013971
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019426
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030961
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011500
IRS990EZ/GrossReceiptsAmt037041
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019426
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019426
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030961
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES GOFFREDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTEN MILANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIMBERLY TATMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS TO PROVIDE DONATIONS TO SPECIFIED 501(C0(3) CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FUNDS TO THREE 501(C)(3) ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025506
IRS990EZ/TotalProgramServiceExpensesAmt011500
IRS990EZ/TotalRevenueAmt037041
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt037041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt032772
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt069813
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt069813
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt037041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt032772
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt069813
IRS990ScheduleA/TotalSupportAmt069813
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: DONATION | Donee's Name: CITY OF HOPE | Donee's Address: 1500 DUARTE RD DUARTE CA 91010 | Relationship of Donee: NONE | Cash Amount Given: $11500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REGISTRY OF CHARITABLE TRUSTS $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FRANCHISE TAX BOARD $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES GOFFREDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHRYN GOFFREDO MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0815154728
ReturnHeader/Filer/PhoneNum08185475701
ReturnHeader/Filer/USAddress/AddressLine1Txt05047 ZOE ANNE WAY
ReturnHeader/Filer/USAddress/CityNm0LA CRESCENTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091214
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800519547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE ACCOUNTANCY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 N BRAND BLVD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0912032361
ReturnHeader/PreparerPersonGrp/PhoneNum08185475701
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R John Effner CPA
ReturnHeader/ReturnTs02019-11-05T15:44:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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