Civic Intelligence

Coalition Advancing Technology and Innovation

990EZ • Fiscal year 2023 • EIN 82-5470000

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profilecatai.solutions
20130 Lakeview Center PlazaAshburn, VA 20147

(703) 344-1064

Siviq Scores

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

Liabilities / Assets

98th percentile

2.93x

Higher debt load relative to assets than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

99th percentile

7.97x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

91st percentile

$47,193

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 51.5% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

87th percentile

59%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Revenue Growth

99th percentile

3027%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$249,700

Up $187,411 (+301%) from 2020

Net Assets

Down

-$480,894

Down $392,283 (-443%) from 2020

Liabilities

Up

$730,594

Up $579,694 (+384%) from 2020

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin80th percentile

Revenue

Up

$91,701

Up $91,698 (+3056600%) from 2020

Expenses

Down

$65,439

Down $20,927 (-24%) from 2020

Net Income

Up

$26,262

Up $112,625 (+130%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$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

2023

Assets$249,700
Liabilities$730,594
Net Assets-$480,894
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$91,701
Expenses$65,439
Net Income$26,262
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.1
Gross Receipts
$91,701
Mission and Program Overview

Mission

Coalition advancing technology (catai) engaged with professionals, engineers and technical experts from both government and industry throughout the year. Catai hosted a number of small events, web site and calls.

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

Program Services

DescriptionGrantsExpenses
Hosting training, conferences, supporting effortsin defense, health care, hybrid learning$0$47,954
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph ShieldsManaging DirectorPT$47,193-$47,193
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
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Ascend Accounting & Business Solutions
Address
21155 Whitfield Pl Ste 201, Sterling, VA 20165
Preparer
Jamie Johnson
Phone
5712364225
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Advertising 189.”

Form 990EZ, Part I, Line 16

“Bank fees 138.”

Form 990EZ, Part I, Line 16

“Computer & internet 300.”

Form 990EZ, Part I, Line 16

“Dues & subscriptions 1187.”

Form 990EZ, Part I, Line 16

“Insurance 2407.”

Form 990EZ, Part I, Line 16

“Licenses 80.”

Form 990EZ, Part I, Line 16

“Payroll fees 537.”

Form 990EZ, Part I, Line 16

“Payroll taxes 2624.”

Form 990EZ, Part I, Line 16

“Travel 6987.”

Form 990EZ, Part I, Line 16

“Depreciation 1108.”

Form 990EZ, Part II, Line 24

“Loans receivable 247568. 246573.”

Form 990EZ, Part II, Line 24

“net fixed assets 2474. 1366.”

Form 990EZ, Part II, Line 26

“Loans payable 757549. 725199.”

Form 990EZ, Part II, Line 26

“Payroll liabilities 0. 5395.”

Raw XML Appendix179 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/PersonNm0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum07033441064
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020130 Lakeview Center Plaza Ste 400
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ashburn
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020147
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0351
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01761
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026262
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0825
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0250393
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0249700
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt091701
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-507156
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-480894
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-507156
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-480894
IRS990EZ/OccupancyRentUtltsAndMaintAmt01553
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt047193
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joseph 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/BOYAmt0250042
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0247939
IRS990EZ/OtherExpensesTotalAmt015557
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To assist individuals and entities in the use of technology and innovation to positively affect the public
IRS990EZ/PrintingPublicationsPostageAmt0311
IRS990EZ/ProgramServiceRevenueAmt091701
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Hosting training, conferences, supporting effortsin defense, health care, hybrid learning
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047954
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt047193
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0757549
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0730594
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065439
IRS990EZ/TotalProgramServiceExpensesAmt047954
IRS990EZ/TotalRevenueAmt091701
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://catai.solutions/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt091701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt091701
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt091701
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt091701
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt091701
IRS990ScheduleA/TotalSupportAmt091701
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExplanationTxt0Advertising 189.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank fees 138.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Computer & internet 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues & subscriptions 1187.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 2407.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Licenses 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payroll fees 537.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Payroll taxes 2624.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Travel 6987.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Depreciation 1108.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Loans receivable 247568. 246573.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11net fixed assets 2474. 1366.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Loans payable 757549. 725199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Payroll liabilities 0. 5395.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Shields
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Managing Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07033441064
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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/PreparerFirmEIN0273432629
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ascend Accounting & Business Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021155 Whitfield Pl Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020165
ReturnHeader/PreparerPersonGrp/PhoneNum05712364225
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jamie Johnson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-19T17:51:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$249,700
Liabilities
$730,594
Net assets
-$480,894
Revenue
$91,701
Expenses
$65,439
Net income
$26,262
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