Civic Intelligence

Katahdin Foundation DBA Katahdin Productions

990 • Fiscal year 2013 • EIN 90-0089252

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

1516 Fifth Street94710

(510) 666-0866

Siviq Scores

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

Liabilities / Assets

49th percentile

0.11x

Higher debt load relative to assets than 49% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

54th percentile

4.0%

Higher net margin than 54% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

55th percentile

5.4%

Faster revenue growth than 55% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Up

$635,750

Up $71,762 (+13%) from 2012

Net Assets

Up

$564,809

Up $84,441 (+18%) from 2012

Liabilities

Down

$70,941

Down $12,679 (-15%) from 2012

Revenue

Up

$2,113,365

Up $108,357 (+5.4%) from 2012

Expenses

Up

$2,028,924

Up $375,905 (+23%) from 2012

Net Income

Down

$84,441

Down $267,548 (-76%) from 2012

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $201,294Liabilities 2011: $72,915Net Assets 2011: $128,3792011Assets 2012: $563,988Liabilities 2012: $83,620Net Assets 2012: $480,3682012Assets 2013: $635,750Liabilities 2013: $70,941Net Assets 2013: $564,8092013Assets 2014: $673,878Liabilities 2014: $76,995Net Assets 2014: $596,8832014Assets 2015: $1,431,726Liabilities 2015: $79,865Net Assets 2015: $1,351,8612015Assets 2016: $358,618Liabilities 2016: $127,282Net Assets 2016: $231,3362016Assets 2017: $312,668Liabilities 2017: $57,326Net Assets 2017: $255,3422017Assets 2018: $378,717Liabilities 2018: $75,775Net Assets 2018: $302,9422018Assets 2019: $252,769Liabilities 2019: $277,185Net Assets 2019: -$24,4162019Assets 2020: $731,289Liabilities 2020: $184,592Net Assets 2020: $546,6972020Assets 2021: $564,791Liabilities 2021: $74,855Net Assets 2021: $489,9362021Assets 2022: $1,122,899Liabilities 2022: $71,486Net Assets 2022: $1,051,4132022Assets 2023: $1,232,088Liabilities 2023: $62,833Net Assets 2023: $1,169,2552023Assets 2024: $148,885Liabilities 2024: $105,831Net Assets 2024: $43,0542024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2013

Assets$635,750
Liabilities$70,941
Net Assets$564,809

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,177,125Expenses 2011: $2,080,786Net Income 2011: $96,3392011Revenue 2012: $2,005,008Expenses 2012: $1,653,019Net Income 2012: $351,9892012Revenue 2013: $2,113,365Expenses 2013: $2,028,924Net Income 2013: $84,4412013Revenue 2014: $1,993,144Expenses 2014: $1,961,070Net Income 2014: $32,0742014Revenue 2015: $2,077,761Expenses 2015: $1,322,783Net Income 2015: $754,9782015Revenue 2016: $957,841Expenses 2016: $2,078,366Net Income 2016: -$1,120,5252016Revenue 2017: $1,742,775Expenses 2017: $1,718,769Net Income 2017: $24,0062017Revenue 2018: $1,668,620Expenses 2018: $1,621,020Net Income 2018: $47,6002018Revenue 2019: $922,421Expenses 2019: $1,249,779Net Income 2019: -$327,3582019Revenue 2020: $1,401,479Expenses 2020: $830,366Net Income 2020: $571,1132020Revenue 2021: $1,772,787Expenses 2021: $1,829,548Net Income 2021: -$56,7612021Revenue 2022: $2,485,307Expenses 2022: $1,923,830Net Income 2022: $561,4772022Revenue 2023: $6,871,076Expenses 2023: $6,444,309Net Income 2023: $426,7672023Revenue 2024: $686,570Expenses 2024: $1,812,771Net Income 2024: -$1,126,2012024Revenue 2025: $63,883Expenses 2025: $86,271Net Income 2025: -$22,3882025

Highlighted filing

2013

Revenue$2,113,365
Expenses$2,028,924
Net Income$84,441
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$2,113,589
Mission and Program Overview

Mission

The primary purpose is to create high-quality educational documentary media projects with the purpose of opening minds, provoking dialogue, and encouraging positive social change; film production is the key element to attaining katahdin foundation's mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$512,206$624,947▲ $112,741
Loans From Officers Directors$66,775$70,119▲ $3,344
Accounts Receivable$41,560$0▼ $41,560
Land, Buildings, and Equipment, Net$6,878$6,684▼ $194
Prepaid Expenses and Deferred Charges$3,344$4,119▲ $775
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$563,988$635,750▲ $71,762
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$16,845$822▼ $16,023
Total Liabilities$83,620$70,941▼ $12,679
Net Assets / Fund Balance
Unrestricted Net Assets$261,226$372,411▲ $111,185
Temporarily Rstr Net Assets$219,142$192,398▼ $26,744
Total Net Assets Fund Balance$480,368$564,809▲ $84,441
Total Liabilities and Net Assets / Fund Balance$563,988$635,750▲ $71,762

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,623$9,722$15,345
Other Land Buildings$1,061$11,622$12,683
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lisa ThomasPresident
Barry DanaBoard member
Terry LawlerExecutive Director
Gail SmallSecretary
Elizabeth GrossmanTreasurer/ Vice

Highest Paid Contractors

ContractorServicesLocationCompensation
Orchard Pictures co Roberta GrossmanDirecting /producing-$109,270
Revenue and Support

Revenue Composition

Contributions and Grants
$1,817,854
Program Service Revenue
$279,235
Investment Income
$309
Other Revenue
$15,967
All Other Contributions
$1,817,854
Change in Net Assets
$84,441

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,113,365
Total Revenue per Audited Statements
$2,113,365
Total Revenue per Form 990
$2,113,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,419,413
Grants and Similar Amounts Paid$609,511
Total Fundraising Expense$30,132
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$609,511--$609,511
Fees for Services Accounting$21,000$36,192-$57,192
All Other Expenses$3,794$16,814$4,025$24,633
Occupancy-$13,332-$13,332
Other Expenses$12,000$7,193$7,193$12,000
Insurance$3,360$4,981-$8,341
Office Expenses-$5,813-$5,813
Depreciation Depletion-$4,194-$4,194
Fees for Services Legal$4,082--$4,082
Interest-$3,344-$3,344
Total Functional Expenses$1,888,015$110,777$30,132$2,028,924

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,028,924
Total Expenses per Audited Statements$2,028,924
Total Expenses per Form 990$2,028,924
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
20-4681522--Fund the production of Girls' Eduction project$512,326
26-1230322--Fund project Geographies of Kinship$27,929
13-3675400--To fund Our Town & the Garden films$27,900
27-3287434--Fund the A Nuclear Family project$24,700
---To fund film project Bikes vs.Cars$9,300
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Elizabeth GrossmanTreasurerSvc pmt to sisterNo$109,270

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$66,775$70,119▲ $3,344
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Lisa Thomas and Elizabeth Grossman are partners in Concrete Action, LLC, a real estate development partnership. Each partner owns 50% of the partnership. The partnership has no business relationship with Katahdin Foundation.

Form 990, Part VI, Line 11B: Form 990 Review Process

The treasurer will do an initial review before supplying the return to the board for a final review. The Board is provided with a copy of the 990 Form for review via email. Board members review and send any comments or concerns prior to filing.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation is based upon comparable data.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Available upon request

Filing and Contact Details

Filer

EIN
90-0089252
Phone
5106660866

Signing Officer

Name
Lisa Thomas
Title
President
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
2

Preparer

Preparer
Joan Zawaski
Phone
4156212424
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Grab A Hunk of Lightning: Dorothea Lange Pre-production and the majority of production for Grab A Hunk of Lightning was completed in 2012. During this period, the director, Dyanna Taylor, unearthed new collections of Lange materials and worked with restoration experts to catalogue and restore outtakes from two 16mm documentary films about Lange produced by KQED in the 1960s. Extensive work was done transferring to digital audio files, 7 1/4 sound reels and transcribing these materials. In doing so, Taylor discovered some personal recordings Lange created, speaking alone into a microphone describing some of her photographic work created during one of her last international trips to Korea. OTHER PROGRAM SERVICES 5: The Girls Education Project is focused on the lives of ten girls living in extreme poverty in ten communities around the world, and will be accompanied by a social action campaign that will provide audiences with the knowledge and tools to actively support education and empowerment of girls. OTHER PROGRAM SERVICES 6: Fame High- a film that draws into focus the in-class and at home dramas, competitions, heartbreaks and triumphs amongst a group of students at LACHSA: the Los Angeles County High School for the Arts. OTHER PROGRAM SERVICES 7: Geographies of Kinship: The Korean Adoption Story - fiscally sponsored project - follows four Korean adoptees on their journeys to connect with their birth families and mend the fractured pieces of their past. Their riveting stories serve as a springboard to explore the complex and controversial history of transnational adoptions of Korean children from the 1950s to the present. OTHER PROGRAM SERVICES 8: Gabe Tomorrow - fiscally sponsored project - Gabe Dunsmith is an 18 year-old cancer survivor and an aspiring environmental journalist. When he and his mother, Lee Ann, discover that they are living near a neglected toxic waste site that may have caused Gabe's thyroid cancer, they become determined to see it cleaned up. OTHER PROGRAM SERVICES 9: A Nuclear Family - A feature-length documentary that follows filmmaker Adam Salkin on a journey to uncover the truth about a 1959 nuclear accident at the Santa Susana Field Lab near Los Angeles and subsequent toxic releases that have affected the health of his family and community. OTHER PROGRAM SERVICES 10: OTHER PROGRAM SERVICES 11: Above and Beyond: The Birth of the Israeli Air Force Katahdin is partnering with Nancy Spielberg on a co-production for Above and Beyond about the early days of the Israeli Air Force and the involvement of American Jewish pilots. This production agreement was finalized in December 2012 with plans to begin pre-production and production in early 2013. The sample reel for the film has had about 600,000 views online. OTHER PROGRAM SERVICES 12: ARS MINERVA- fiscally sponsored project - ARS MINERVA is a San Francisco-based nonprofit performing arts organization, founded in 2013 by Cline Ricci. The mission of ARS MINERVA is to bring creativity to the service of the arts and share its passion for Music by reviving forgotten Musical Treasures. Their first project will be the creation of the annual Carnival Festival. They will celebrate the glamorous and epicurean spirit of Venezia Barocca by resuscitating operas written for the Carnival during the 17th and 18th centuries and never again performed until now, as Ars Minerva world premieres.

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IRS990/OtherExpensesGrp/ProgramServicesAmt112000
IRS990/OtherExpensesGrp/TotalAmt01234268
IRS990/OtherExpensesGrp/TotalAmt137828
IRS990/OtherExpensesGrp/TotalAmt214386
IRS990/OtherExpensesGrp/TotalAmt312000
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Girls Education Project is focused on the lives of ten girls living in extreme poverty in ten communities around the world, and will be accompanied by a social action campaign that will provide audiences with the knowledge and tools to actively support education and empowerment of girls.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0512326
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IRS990/ProgSrvcAccomActy3Grp/Desc0The Project K comprises overhead expenses that are attributable to the films.
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IRS990ScheduleI/RecipientTable/CashGrantAmt227929
IRS990ScheduleI/RecipientTable/CashGrantAmt3512326
IRS990ScheduleI/RecipientTable/CashGrantAmt49300
IRS990ScheduleI/RecipientTable/ForeignAddress/AddressLine1021 Malmo
IRS990ScheduleI/RecipientTable/ForeignAddress/Country0SW
IRS990ScheduleI/RecipientTable/ForeignAddress/PostalCode0SE- 211
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Fund the A Nuclear Family project
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1To fund Our Town & the Garden films
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Fund project Geographies of Kinship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Fund the production of Girls' Eduction project
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4To fund film project Bikes vs.Cars
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10A Nuclear Family LLC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Black Valley Films
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12Mu Films
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13The Documentary Group
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14WG Film AB
IRS990ScheduleI/RecipientTable/RecipientEIN0273287434
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine102741 Frances Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine111622 Elevado Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine122960 Hillegass Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13125 West End Ave 4th Floor
IRS990ScheduleI/RecipientTable/USAddress/City0La Crescenta
IRS990ScheduleI/RecipientTable/USAddress/City1Los Angeles
IRS990ScheduleI/RecipientTable/USAddress/City2Berkeley
IRS990ScheduleI/RecipientTable/USAddress/City3New York City

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$0.09$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.11$0.04$0.69$1.81$1.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.06$1.17$6.87$6.44$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.07$1.05$2.49$1.92$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.07$0.49$1.77$1.83$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.18$0.55$1.40$0.83$0.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.28$0.02$0.92$1.25$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.08$0.30$1.67$1.62$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.06$0.26$1.74$1.72$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.13$0.23$0.96$2.08$1.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.08$1.35$2.08$1.32$0.75
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.08$0.60$1.99$1.96$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.64$0.07$0.56$2.11$2.03$0.08
2012Summary only. Only limited summary data is available for this year.$0.56$0.08$0.48$2.01$1.65$0.35
2011Summary only. Only limited summary data is available for this year.$0.20$0.07$0.13$2.18$2.08$0.10