Civic Intelligence

Katahdin Foundation DBA Katahdin Productions

990 • Fiscal year 2017 • EIN 90-0089252

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

PO Box 2218Berkeley, CA 94702

(510) 666-0866

Siviq Scores

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

Liabilities / Assets

61st percentile

0.18x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

31st percentile

0.03x

Higher debt load relative to revenue than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

45th percentile

1.4%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

43rd percentile

$43,000

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

82%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$312,668

Down $45,950 (-13%) from 2016

Net Assets

Up

$255,342

Up $24,006 (+10%) from 2016

Liabilities

Down

$57,326

Down $69,956 (-55%) from 2016

Revenue

Up

$1,742,775

Up $784,934 (+82%) from 2016

Expenses

Down

$1,718,769

Down $359,597 (-17%) from 2016

Net Income

Up

$24,006

Up $1,144,531 (+102%) from 2016

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

2017

Assets$312,668
Liabilities$57,326
Net Assets$255,342

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

2017

Revenue$1,742,775
Expenses$1,718,769
Net Income$24,006
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$1,742,775
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$279,434$279,355▼ $79
Loans From Officers Directors$57,280$57,280→ $0
Prepaid Expenses and Deferred Charges$3,929$33,000▲ $29,071
Accounts Receivable$75,255$313▼ $74,942
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$358,618$312,668▼ $45,950
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$70,002$46▼ $69,956
Total Liabilities$127,282$57,326▼ $69,956
Net Assets / Fund Balance
Temporarily Rstr Net Assets$94,142$188,099▲ $93,957
Unrestricted Net Assets$137,194$67,243▼ $69,951
Total Net Assets Fund Balance$231,336$255,342▲ $24,006
Total Liabilities and Net Assets / Fund Balance$358,618$312,668▼ $45,950

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$10,815$10,815
Compensation and Service Providers

Employees

NameTitleBaseTotal
Elizabeth GrossmanTreasurer/ Vice$43,000$43,000

Board Members and Trustees

NameTitle
Lisa ThomasPresident
Lisa HofheimerBoard member
Nancy SpielbergBoard member
Terry LawlerSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Orchard Pictures co Roberta GrossmanDirecting /producing822 North Spaulding, Los Angeles, CA 90046$109,550
Revenue and Support

Revenue Composition

Contributions and Grants
$1,728,308
Program Service Revenue
$11,870
Investment Income
$188
Other Revenue
$2,409
All Other Contributions
$1,728,308
Change in Net Assets
$24,006

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,742,775
Total Revenue per Audited Statements
$1,742,775
Total Revenue per Form 990
$1,742,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,708,051
Total Fundraising Expense$24,699
Grants and Similar Amounts Paid$10,718
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$24,558$42,000-$66,558
Occupancy-$20,733-$20,733
Grants to Domestic Orgs$10,718--$10,718
Office Expenses-$5,849-$5,849
Insurance$1,333$3,720-$5,053
Other Expenses$1,697,752$4,252$24,060$4,252
Advertising-$160-$160
Fees for Services Legal-$55-$55
All Other Expenses$-51,580$-93,978$639$-144,919
Total Functional Expenses$1,682,781$11,289$24,699$1,718,769

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,718,769
Total Expenses per Audited Statements$1,718,769
Total Expenses per Form 990$1,718,769
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-

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$57,280$57,280→ $0
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

Filer Name
Katahdin Foundation
EIN
90-0089252
Phone
5106660866
Address
PO Box 2218, Berkeley, CA 94702

Signing Officer

Name
Lisa Thomas
Title
President
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
5
Independent Board Members
3
Employees
1
Volunteers
2

Preparer

Firm
AL Nella and Company LLP
Address
1390 Market St Suite 1004, San Francisco, CA 94102
Preparer
Joan Zawaski
Phone
4156212424
Supplemental Narrative

Additional Explanations

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

OTHER PROGRAM SERVICES 4: The Girls Project: 10x10 - 10x10 started with a question: Is there a way to end extreme poverty around the world? Yes, there is! Educate girls. Change the world. GIRL RISING is a feature film and a global action campaign for girls education that confirms that powerful storytelling can drive change. The film, by Academy Award-nominated director Richard E. Robbins, spotlights nine unforgettable girls around the world striving beyond circumstance and overcoming nearly insurmountable odds to achieve their dreams. The storytelling skills of acclaimed writers and voice performances by renowned actors combine to spread this message: educating girls can transform societies. OTHER PROGRAM SERVICES 5: 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 6: 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 7: 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 8: ABOVE AND BEYOND: The Birth of the Israeli Air Force A feature-length documentary about a group of WWII pilots that volunteered to fight for Israel in the War of Independence. As members of Machal volunteers from abroad this ragtag band of brothers not only turned the tide of the war, preventing the possible annihilation of Israel at the very moment of its birth; they also laid the groundwork for the Israeli Air Force. Katahdin completed this documentary produced by Nancy Spielberg. Directed by Roberta Grossman, the film examines the early days of the Israeli Air Force and the involvement of American Jewish pilots. The film was the opening night of the San Francisco Jewish Film Festival and has gone on to screen at film festivals throughout the U.S. and the world. OTHER PROGRAM SERVICES 9: 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. OTHER PROGRAM SERVICES 10: WHO WILL WRITE OUR HISTORY - This is a project about the secret archives of the Warsaw Ghetto in WWII, a completely unknown subject, and is about writing and telling history. The film was directed by Roberta Grossman, and based on thebook of the same title by Samuel Kassow. The film tells the story of the OynegShabes, the secret archives of the Warsaw Ghetto, and its creator EmanuelRingleblum. Editing continued on the film through the remaining months of2017 with a fine cut completed in December 2017. Initial plans for release ofthe film and educational distribution were also developed. OTHER PROGRAM SERVICES 11: SEEING ALLRED - directed by Sophie Sartain and Roberta Grossman, continuedwith production and post-production throughout 2017. The film profiles themost famous woman attorney practicing law in the nation today, a tirelessadvocate whose high-profile legal battles on behalf of victims whose rightshave been violated, have led to landmark le

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IRS990/ProgSrvcAccomActy2Grp/Desc0WHO WILL WRITE OUR HISTORY - This is a project about the secret archives of the Warsaw Ghetto in WWII, a completely unknown subject, and is about writing and telling history. The film was directed by Roberta Grossman, and based on thebook of the same title by Samuel Kassow. The film tells the story of the OynegShabes, the secret archives of the Warsaw Ghetto, and its creator EmanuelRingleblum. Editing continued on the film through the remaining months of2017 with a fine cut completed in December 2017. Initial plans for release ofthe film and educational distribution were also developed.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ON THE MAP - The incredible true story about how the Tel Aviv basketball team no one thought could win toppled the four-time defending European Champions and put Israel firmly on the map. Featuring interviews with the Jewish American athletes who made history, On The Map, combines the pulsepounding action of a high-stakes game with an incendiary political situation at the height of the Cold War to deliver a film that honors Israeli heroes, mesmerizes fans of the game and captures the spirit of a nation triumphant and victorious against all odds. The world premiere of this documentary was presented at the San Francisco Jewish Film Festival in 2016.
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Hannah Senesh film
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt5Hannah Senesh film
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt6Hannah Senesh film
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt7Hannah Senesh film
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt8Hannah Senesh film
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt9Hannah Senesh film
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt10Hannah Senesh film
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt12Hannah Senesh film
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt13Hava Nag
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Document Assets

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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
2017Detailed filing. Detailed filing data is available for this year.$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