Civic Intelligence

Katers Charitable Foundation

990PF • Fiscal year 2023 • EIN 87-3713109

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
15 Specker CrMarquette, MI 49855

(906) 362-8932

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

94%

Higher net margin than 90% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Asset Growth

95th percentile

132%

Faster asset growth than 95% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

40%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$383,008

Up $217,978 (+132%) from 2022

Net Assets

Up

$383,008

Up $217,978 (+132%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin90th percentile

Revenue

Up

$230,749

Up $65,719 (+40%) from 2022

Expenses

Up

$12,771

Up $12,771 from 2022

Net Income

Up

$217,978

Up $52,948 (+32%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$600K$400K$200K$0Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $165,030Liabilities 2022: $0Net Assets 2022: $165,0302022Assets 2023: $383,008Liabilities 2023: $0Net Assets 2023: $383,0082023Assets 2024: $402,214Liabilities 2024: $0Net Assets 2024: $402,2142024

Highlighted filing

2023

Assets$383,008
Liabilities$0
Net Assets$383,008
Open 2023 Filing

Operations Trend

Revenue Growth71st percentile

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

$300K$200K$100K$0Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $165,030Expenses 2022: $0Net Income 2022: $165,0302022Revenue 2023: $230,749Expenses 2023: $12,771Net Income 2023: $217,9782023Revenue 2024: $59,541Expenses 2024: $40,335Net Income 2024: $19,2062024

Highlighted filing

2023

Revenue$230,749
Expenses$12,771
Net Income$217,978
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD KATERSPresident-$0--
IRIS KATERSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Katers Charitable Foundation
EIN
87-3713109
Phone
9063628932
Address
15 SPECKER CR, MARQUETTE, MI 49855

Signing Officer

Name
Iris Katers
Title
Treasurer
Phone
9063628932
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Rukkila Negro and Associates Cpas Pc
Address
310 SHELDEN AVENUE, HOUGHTON, MI 49931-1964
Preparer
Ryan a Markham
Phone
9064826601
Raw XML Appendix308 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/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01629
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01629
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01629
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0128
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MK ENTERPRISES INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0IRIS KATERS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01330 US HIGHWAY 41 WEST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt115 SPECKER CR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ISHPEMING
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MARQUETTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd049849
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd149855
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0209705
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt118285
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0158415
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt151290
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0250 SHARES OF ADOBE SYSTEMS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1200 SHARES OF SALESFORCE
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-12-12
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0IRIS KATERS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1MK ENTERPRISES INC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt015 SPECKER CR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt11330 US HWY 41 WEST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MARQUETTE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1MARQUETTE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd049855
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd149855
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IRIS KATERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09063628932
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATERS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATE
ReturnHeader/Filer/EIN0873713109
ReturnHeader/Filer/PhoneNum09063628932
ReturnHeader/Filer/USAddress/AddressLine1Txt015 SPECKER CR
ReturnHeader/Filer/USAddress/CityNm0MARQUETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049855
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383435918
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUKKILA NEGRO AND ASSOCIATES CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 SHELDEN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0499311964
ReturnHeader/PreparerPersonGrp/PhoneNum09064826601
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN A MARKHAM
ReturnHeader/ReturnTs02024-05-15T09:35:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0IRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KATERS
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
$383,008
Liabilities
$0
Net assets
$383,008
Revenue
$230,749
Expenses
$12,771
Net income
$217,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.60$0.40$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$2.31$0.13$2.18
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$1.65$0.00$1.65
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00