Civic Intelligence

Coalition Advancing Technology and Innovation

990EZ • Fiscal year 2024 • EIN 82-5470000

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

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

97th percentile

2.95x

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

2024 filings • 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.

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

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

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

Asset Growth

37th percentile

-6.0%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

9th percentile

-56%

Faster revenue growth than 9% of similar nonprofits.

2024 filings • 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

Net Assets

Up

-$456,378

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

Liabilities

Down

$691,056

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

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin94th 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

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2024

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

Operations Trend

Revenue Growth9th 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

2024

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

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.

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 Pay79th 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ashburn
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020147
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0229369
IRS990EZ/OtherExpensesTotalAmt03841
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014911
IRS990EZ/TotalRevenueAmt040000
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt091701
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEE STATEMENT #3
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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
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ReturnHeader/Filer/EIN0825470000
ReturnHeader/Filer/PhoneNum07033441064
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHBURN
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits