Civic Intelligence

Kath Foundation

990PF • Fiscal year 2021 • EIN 84-3804080

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

Organization Profile
7941 Katy Freeway Pmb 5Houston, TX 77024

(713) 854-9566

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

98th percentile

262%

Faster asset growth than 98% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

342%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$32,784,661

Up $23,723,547 (+262%) from 2020

Net Assets

Up

$32,778,161

Up $23,717,047 (+262%) from 2020

Liabilities

Up

$6,500

Up $6,499 (+649900%) from 2020

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin99th percentile

Revenue

Up

$23,743,649

Up $18,377,366 (+342%) from 2020

Expenses

Down

$26,602

Down $78,667 (-75%) from 2020

Net Income

Up

$23,717,047

Up $18,456,033 (+351%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$100M$50M$0Assets 2019: $3,800,100Liabilities 2019: $1Net Assets 2019: $3,800,1002019Assets 2020: $9,061,114Liabilities 2020: $1Net Assets 2020: $9,061,1142020Assets 2021: $32,784,661Liabilities 2021: $6,500Net Assets 2021: $32,778,1612021Assets 2022: $68,428,388Liabilities 2022: $6,500Net Assets 2022: $68,421,8882022Assets 2023: $82,315,724Liabilities 2023: $6,500Net Assets 2023: $82,309,2232023Assets 2024: $84,673,971Liabilities 2024: $6,500Net Assets 2024: $84,622,2132024

Highlighted filing

2021

Assets$32,784,661
Liabilities$6,500
Net Assets$32,778,161
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$40M$30M$20M$10M$0Revenue 2019: $3,800,100Expenses 2019: $0Net Income 2019: $3,800,1002019Revenue 2020: $5,366,283Expenses 2020: $105,269Net Income 2020: $5,261,0142020Revenue 2021: $23,743,649Expenses 2021: $26,602Net Income 2021: $23,717,0472021Revenue 2022: $37,297,608Expenses 2022: $1,653,881Net Income 2022: $35,643,7272022Revenue 2023: $16,486,892Expenses 2023: $2,599,557Net Income 2023: $13,887,3352023Revenue 2024: $6,399,173Expenses 2024: $4,086,183Net Income 2024: $2,312,9902024

Highlighted filing

2021

Revenue$23,743,649
Expenses$26,602
Net Income$23,717,047
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN O'BRIENPresident-$0--
DOUGLAS O'BRIENSecretary-$0--
ALEXANDER PERKINSDirector-$0--
KATHRYN PERKINSDirector-$0--
EDWARD O'BRIENDirector-$0--
HILARY O'BRIENDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Kath Foundation
EIN
84-3804080
In Care Of
% KATHRYN O'BRIEN
Phone
7138549566
Address
7941 KATY FREEWAY PMB 5, HOUSTON, TX 77024

Signing Officer

Name
KATHRYN O'BRIEN
Title
President
Phone
7138166572
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
5847 SAN FELIPE SUITE 4400, HOUSTON, TX 77057
Preparer
Jason C Graham
Phone
8324634030
Raw XML Appendix288 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0964499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0298541
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0964499
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0298541
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0EAGLE FORD AUSTIN INTERESTS LP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07941 KATY FWY BOX 547
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077024
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt023200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IRS TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02423
TaxesSchedule/TaxesDetail/Amt017679
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt017679
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN O'BRIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07138166572
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0843804080
ReturnHeader/Filer/InCareOfNm0% KATHRYN O'BRIEN
ReturnHeader/Filer/PhoneNum07138549566
ReturnHeader/Filer/USAddress/AddressLine1Txt07941 KATY FREEWAY PMB 5
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05847 SAN FELIPE SUITE 4400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077057
ReturnHeader/PreparerPersonGrp/PhoneNum08324634030
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON C GRAHAM
ReturnHeader/ReturnTs02022-08-02T11:39:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHRYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OBRIEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,784,661
Liabilities
$6,500
Net assets
$32,778,161
Revenue
$23,743,649
Expenses
$26,602
Net income
$23,717,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.7$0.01$84.6$6.40$4.09$2.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.3$0.01$82.3$16.5$2.60$13.9
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.4$0.01$68.4$37.3$1.65$35.6
2021Detailed filing. Detailed filing data is available for this year.$32.8$0.01$32.8$23.7$0.03$23.7
2020Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$5.37$0.11$5.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$3.80$0.00$3.80