Civic Intelligence

Kataly Foundation

990PF • Fiscal year 2023 • EIN 83-2592980

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
1 Letterman Drive Suite C4-420San Francisco, CA 94129

(415) 549-4970

Siviq Scores

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

Liabilities / Assets

21st percentile

0.02x

Higher debt load relative to assets than 21% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.56x

Higher debt load relative to revenue than 51% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Net Margin

1st percentile

-355%

Higher net margin than 1% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

43rd percentile

$507,720

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2023 filings • $250M-$1B nonprofits • Source year 2023

Asset Growth

3rd percentile

-16%

Faster asset growth than 3% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-37%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$301,447,884

Down $56,624,226 (-16%) from 2022

Net Assets

Down

$294,280,353

Down $40,229,237 (-12%) from 2022

Liabilities

Down

$7,167,531

Down $16,394,989 (-70%) from 2022

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin1st percentile

Revenue

Down

$12,798,906

Down $7,540,878 (-37%) from 2022

Expenses

Down

$58,234,054

Down $9,076,733 (-13%) from 2022

Net Income

Up

-$45,435,148

Up $1,535,855 (+3.3%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$600M$400M$200M$0Assets 2019: $457,699,794Liabilities 2019: $495,181Net Assets 2019: $457,204,6132019Assets 2020: $409,524,113Liabilities 2020: $2,781,458Net Assets 2020: $406,742,6552020Assets 2021: $408,915,933Liabilities 2021: $1,214,998Net Assets 2021: $407,700,9352021Assets 2022: $358,072,110Liabilities 2022: $23,562,520Net Assets 2022: $334,509,5902022Assets 2023: $301,447,884Liabilities 2023: $7,167,531Net Assets 2023: $294,280,3532023Assets 2024: $237,781,150Liabilities 2024: $18,040,909Net Assets 2024: $219,740,2412024

Highlighted filing

2023

Assets$301,447,884
Liabilities$7,167,531
Net Assets$294,280,353
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$100M$50M$0-$50M-$100MRevenue 2019: $17,669,306Expenses 2019: $40,779,542Net Income 2019: -$23,110,2362019Revenue 2020: $144,960Expenses 2020: $62,380,880Net Income 2020: -$62,235,9202020Revenue 2021: $67,773,441Expenses 2021: $41,036,211Net Income 2021: $26,737,2302021Revenue 2022: $20,339,784Expenses 2022: $67,310,787Net Income 2022: -$46,971,0032022Revenue 2023: $12,798,906Expenses 2023: $58,234,054Net Income 2023: -$45,435,1482023Revenue 2024: $10,938,637Expenses 2024: $86,215,072Net Income 2024: -$75,276,4352024

Highlighted filing

2023

Revenue$12,798,906
Expenses$58,234,054
Net Income-$45,435,148
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NWAMAKA AGBOChief Executive OfficerFT$442,198$65,522$507,720
JOLEEN RUFFINChief Financial OfficerFT$274,830$105,246$380,076
LYNNE M HOEYChief Investment OfficerFT$263,903$56,260$320,163
REGAN PRITZKERDirector And Chairperson-$0--
CHRISTOPHER OLINDirector And President-$0--
SUSAN S PRITZKERDirector-$0--
LORI MILLSVice President-$0--
JAMES SCHWABATreasurer-$0--
AMY FREIDINGERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Kataly Foundation
EIN
83-2592980
Phone
4155494970
Address
1 LETTERMAN DRIVE SUITE C4-420, SAN FRANCISCO, CA 94129

Signing Officer

Name
James Schwaba
Title
Treasurer
Phone
4155494970
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
50 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402
Preparer
Sarah Redden
Phone
6123974000
Raw XML AppendixShowing 400 of 595 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VI-B LINE 1(A) (3)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF PART V LINE 8
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0LINE 1A (3) OF PART VI-B LINE 1(A) (3) IS ANSWERED YES. TAO CAPITAL PARTNERS LLC, AN ENTITY OWNED BY REGAN PRITZKER, SUSAN S. PRITZKER AND THEIR FAMILY, PROVIDED ACCOUNTING AND TAX SERVICES TO THE KATALY FOUNDATION WITHOUT CHARGE.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1TAXPAYER: KATALY FOUNDATIONEIN: 83-2592980TAXPAYER'S ADDRESS IS IN ONE OF THE FIFTY-FIVE COUNTIES THAT QUALIFIED FOR DISASTER RELIEF DUE TO THE CALIFORNIA WINTER STORMS (CA 2023-02, FEMA DISASTER DECLARATION NUMBER FEMA-4683-DR) 2023 Q3 ESTIMATED TAXES WERE NOT REQUIRED TO BE PAID UNTIL OCTOBER 16, 2023. ACCORDINGLY, TAXPAYER REQUESTS TO WAIVE THE 3RD QUARTER ESTIMATED TAX PENALTY THAT IS BEING GENERATED ON FORM 2220.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3OPERATIONS AND PROJE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11 LETTERMAN DR SUITE C4-420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21 LETTERMAN DR SUITE C4-420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt31 LETTERMAN DR SUITE C4-420
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1SAN FRANCISCO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2ASSET CONSULTING GROUP INC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR AND CHAIRPERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR AND PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CHIEF EXECUTIVE OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CHIEF FINANCIAL OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5CHIEF INVESTMENT OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61 LETTERMAN DR SUITE C4-420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71 LETTERMAN DR SUITE C4-420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt81 LETTERMAN DR SUITE C4-420
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN FRANCISCO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594134
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd694135
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd794136
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd894137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt03
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt073932854
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TAO CAPITAL PARTNERS LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SF
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094129
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NV
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04155494970
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.KATALYFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt05000000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt12061800
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0IMPACTASSETS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1AMALGAMATED CHARITABLE FOUNDATION

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Filings

Displayed year

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

Open filing
Assets
$301,447,884
Liabilities
$7,167,531
Net assets
$294,280,353
Revenue
$12,798,906
Expenses
$58,234,054
Net income
-$45,435,148
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$238$18.0$220$10.9$86.2$75.3
2023Detailed filing. Detailed filing data is available for this year.$301$7.17$294$12.8$58.2$45.4
2022Detailed filing. Detailed filing data is available for this year.$358$23.6$335$20.3$67.3$47.0
2021Detailed filing. Detailed filing data is available for this year.$409$1.21$408$67.8$41.0$26.7
2020Detailed filing. Detailed filing data is available for this year.$410$2.78$407$0.14$62.4$62.2
2019Detailed filing. Detailed filing data is available for this year.$458$0.50$457$17.7$40.8$23.1