Simon and Sue Kotara Family Foundat

EIN 92-3175237 • Karnes City, TX

4365 Fm 1353Karnes City, TX 78118

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

$1M-$5M nonprofits • Source year 2024

0.00x

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

$1M-$5M nonprofits • Source year 2024

100%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

2251%

Faster asset growth than 100% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

2232%

Faster revenue growth than 99% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets32nd percentile

Assets

$1,209,939

Up $1,158,478 (+2251%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

$1,209,939

Up $1,158,478 (+2251%) from 2023

Operations

Liabilities / Revenue33rd percentile Net Margin99th percentile

Revenue

$1,201,293

Up $1,149,780 (+2232%) from 2023

Expenses

$5,150

Up $5,098 (+9804%) from 2023

Net Income

$1,196,143

Up $1,144,682 (+2224%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$1,209,939

Liabilities$0

Net Assets$1,209,939

Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$1,201,293

Expenses$5,150

Net Income$1,196,143

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,209,939
Liabilities: $0
Net assets: $1,209,939
Revenue: $1,201,293
Expenses: $5,150
Net income: $1,196,143

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.21	$0.00	$1.21	$1.20	$0.01	$1.20
2023Detailed filing. Detailed filing data is available for this year.	$0.05	$0.00	$0.05	$0.05	$0.00	$0.05

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 10, 2025
Return Version: 2024v5.0

Compensation and Service Providers

Top Officer Pay47th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Sue Kotara	Director	-	$0	-	-
Amy Davis	Director	-	$0	-	-
Jessica Pierce	Director	-	$0	-	-
Alexander Kotara	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Simon and Sue Kotara Family Foundat
EIN: 92-3175237
Phone: 8305344801
Address: 4365 FM 1353, KARNES CITY, TX 78118

Signing Officer

Name: Sue Kotara
Title: Director
Phone: 5305342189
Signed: 2025-05-10

Preparer

Firm: Dupnick Tax & Financial Svcs LLC
Address: PO Box 841, LA VERNIA, TX 78121
Preparer: Tom Dupnick EA
Phone: 2102874025

Raw XML Appendix239 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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OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	37665
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Change in Market Value
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Investment Fees
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Sue Kotara
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5305342189
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Simon and Sue Kotara Family Foundat
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ReturnHeader/Filer/EIN	0	923175237
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Dupnick Tax & Financial Svcs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO Box 841
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LA VERNIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	78121
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2102874025
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Tom Dupnick EA
ReturnHeader/ReturnTs	0	2025-05-15T22:25:18-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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