Civic Intelligence

Kath Foundation

990PF • Fiscal year 2023 • EIN 84-3804080

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

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

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

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.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-56%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$82,315,724

Up $13,887,336 (+20%) from 2022

Net Assets

Up

$82,309,223

Up $13,887,335 (+20%) from 2022

Liabilities

Flat

$6,500

Flat from 2022

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin96th percentile

Revenue

Down

$16,486,892

Down $20,810,716 (-56%) from 2022

Expenses

Up

$2,599,557

Up $945,676 (+57%) from 2022

Net Income

Down

$13,887,335

Down $21,756,392 (-61%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2023

Assets$82,315,724
Liabilities$6,500
Net Assets$82,309,223
Open 2023 Filing

Operations Trend

Revenue Growth7th 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

2023

Revenue$16,486,892
Expenses$2,599,557
Net Income$13,887,335
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 15, 2024
Return Version
2023v5.0
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--
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
2024-03-15
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 Appendix322 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/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KATHRYN O'BRIEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum07138166572
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO INVEST, GROW, AND GIVE ASSETS TO CHARITIES FOR MEANINGFUL IMPACT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VANGUARD CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JOHN P BURKE MEMORIAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 9509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1One Button Hole Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WARWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Providence
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0028899509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102909
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02506000
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/AppliedToCurrentYearAmt0976434
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01529566
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03586283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0298541
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02506000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0298541
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0298541
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02609849
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01529566
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/TotalContributionsAmt014277536
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IRS TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015541
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt148
TaxesSchedule/TaxesDetail/Amt072968
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt072968
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/SignatureDt02024-03-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-05-10T08:45:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHRYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OBRIEN
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,315,724
Liabilities
$6,500
Net assets
$82,309,223
Revenue
$16,486,892
Expenses
$2,599,557
Net income
$13,887,335
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
2023Detailed filing. Detailed filing data is available for this year.$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