Civic Intelligence

Coalition Advancing Technology and Innovation

EIN 82-5470000 • 501(c)3 • Ashburn, VA

Profile

To assist individuals and entities in the use of technology and innovation to positively affect the public

20130 Lakeview Center PlazaAshburn, VA 20147

catai.solutions

Siviq Scores

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

Liabilities / Assets

97th percentile

2.95x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

17.28x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

44th percentile

-6.0%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-56%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$234,652

Down $15,048 (-6.0%) from 2023

Liabilities

Down

$691,056

Down $39,538 (-5.4%) from 2023

Net Assets

Up

-$456,378

Up $24,516 (+5.1%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin93rd percentile

Revenue

Down

$40,000

Down $51,701 (-56%) from 2023

Expenses

Down

$14,911

Down $50,528 (-77%) from 2023

Net Income

Down

$25,089

Down $1,173 (-4.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$1.0M$500K$0-$500KAssets 2019: $306Liabilities 2019: $0Net Assets 2019: $3062019Assets 2020: $62,289Liabilities 2020: $150,900Net Assets 2020: -$88,6112020Assets 2023: $249,700Liabilities 2023: $730,594Net Assets 2023: -$480,8942023Assets 2024: $234,652Liabilities 2024: $691,056Net Assets 2024: -$456,3782024

Highlighted filing

2024

Assets$234,652
Liabilities$691,056
Net Assets-$456,378
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2019: $666,349Expenses 2019: $666,043Net Income 2019: $3062019Revenue 2020: $3Expenses 2020: $86,366Net Income 2020: -$86,3632020Revenue 2023: $91,701Expenses 2023: $65,439Net Income 2023: $26,2622023Revenue 2024: $40,000Expenses 2024: $14,911Net Income 2024: $25,0892024

Highlighted filing

2024

Revenue$40,000
Expenses$14,911
Net Income$25,089
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$234,652
Liabilities
$691,056
Net assets
-$456,378
Revenue
$40,000
Expenses
$14,911
Net income
$25,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.35$6.91$4.56$0.40$0.15$0.25
2023Detailed filing. Detailed filing data is available for this year.$2.50$7.31$4.81$0.92$0.65$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.62$1.51$0.89$0.00$0.86$0.86
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$6.66$6.66$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$40,000
Mission and Program Overview

Mission

To assist individuals and entities in the use of technology and innovation to positively affect the public

Hosting, training, coferences, supporting efforts in defence, health care and hybrid learning.

Program Services

DescriptionGrantsExpenses
HOSTING TRAINING, CONFERENCES, SUPPORTING EFFORTS IN DEFENCE, HEALTH CARE, HYBRID LEARNING--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE SHIELDSManaging DirectorPT$0--
ROBERT GARRISONChair-$0--
KEVIN MEDINASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Coalition Advancing Technology and Innovation
EIN
82-5470000
Phone
7033441064
Address
20130 LAKEVIEW CENTER PLAZA, ASHBURN, VA 20147

Signing Officer

Name
Joseph Shields
Title
Managing Director
Phone
7033441064
Signed
2025-11-17
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
44110 ASHBURN SHOPPING PLAZA, ASHBURN, VA 20147
Preparer
Michael Carlo
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part I, Line 10 - OTHER EXPENSES

“See statement #1 other expenses”

Part II Balance Sheet Line 26

“See stateement #2 total liabilities”

Part II Balance Sheet Line 24

“SEE STATEMENT #3”

Part IV Officers Directors Trustees and Key Employees

“All directors and officers served without compensation”

Raw XML Appendix124 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07033441064
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020130 LAKEVIEW CENTER PLAZA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ashburn
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020147
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01761
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05283
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025089
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08061
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0249127
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt040000
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-481467
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-456378
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-481467
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-456404
IRS990EZ/OccupancyRentUtltsAndMaintAmt03009
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE SHIELDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT GARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEVIN MEDINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MANAGING DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0247366
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0229369
IRS990EZ/OtherExpensesTotalAmt03841
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOSTING, TRAINING, COFERENCES, SUPPORTING EFFORTS IN DEFENCE, HEALTH CARE AND HYBRID LEARNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOSTING TRAINING, CONFERENCES, SUPPORTING EFFORTS IN DEFENCE, HEALTH CARE, HYBRID LEARNING
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0730594
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0691056
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014911
IRS990EZ/TotalRevenueAmt040000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://CATAI.SOLUTIONS
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt091701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0131701
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0131701
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt091701
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0131701
IRS990ScheduleA/TotalSupportAmt0131701
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE STATEMENT #1 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE STATEEMENT #2 TOTAL LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEE STATEMENT #3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All directors and officers served without compensation
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II BALANCE SHEET LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART II BALANCE SHEET LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part IV Officers Directors Trustees and Key Employees
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH SHIELDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07033441064
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COALITION ADVANCING TECHNOLOGY AND INNOVATION
ReturnHeader/Filer/BusinessNameControlTxt0COAL
ReturnHeader/Filer/EIN0825470000
ReturnHeader/Filer/PhoneNum07033441064
ReturnHeader/Filer/USAddress/AddressLine1Txt020130 LAKEVIEW CENTER PLAZA
ReturnHeader/Filer/USAddress/CityNm0ASHBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020147
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541269845
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020147
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Carlo
ReturnHeader/ReturnTs02025-11-17T23:16:19Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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