Civic Intelligence

Kath Foundation

990PF • Fiscal year 2022 • EIN 84-3804080

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

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

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

97th percentile

109%

Faster asset growth than 97% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

57%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$68,428,388

Up $35,643,727 (+109%) from 2021

Net Assets

Up

$68,421,888

Up $35,643,727 (+109%) from 2021

Liabilities

Flat

$6,500

Flat from 2021

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin97th percentile

Revenue

Up

$37,297,608

Up $13,553,959 (+57%) from 2021

Expenses

Up

$1,653,881

Up $1,627,279 (+6117%) from 2021

Net Income

Up

$35,643,727

Up $11,926,680 (+50%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2022

Assets$68,428,388
Liabilities$6,500
Net Assets$68,421,888
Open 2022 Filing

Operations Trend

Revenue Growth89th 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

2022

Revenue$37,297,608
Expenses$1,653,881
Net Income$35,643,727
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay16th 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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVANGUARD CHARITABLETO INVEST, GROW, AND GIVE ASSETS TO CHARITIES FOR MEANINGFUL IMPACT.PCWARWICK, RI, US$1,600,000
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
2023-05-15
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 Appendix299 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4EDWARD O'BRIEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 9509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WARWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0028899509
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01600000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0635501
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0964499
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02165067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0298541
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01600000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0298541
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0298541
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01529566
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0964499
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/TotalContributionsAmt036103000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IRS TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08000
TaxesSchedule/TaxesDetail/Amt042881
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt042881
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN O'BRIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07138166572
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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/PreparerPersonNm0JASON C GRAHAM
ReturnHeader/ReturnTs02023-05-12T07:59:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHRYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OBRIEN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,428,388
Liabilities
$6,500
Net assets
$68,421,888
Revenue
$37,297,608
Expenses
$1,653,881
Net income
$35,643,727
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
2022Detailed filing. Detailed filing data is available for this year.$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