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Katie Foundation FY2020 filing

Tax-deductible

Scranton, PA501(c)(3)Mental HealthEIN 81-3556199

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We inspire people to speak up about mental illness and the need for openness and compassion. We support initiatives that provide better treatment for people living with a mental illness. We support research to find cures.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average deficit $1K a year · 1% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
16 mo
of spending, in cash
Looks good: 15.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 3 voting members
Concern: none of 3 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$412K
Spent
$15K
To programs
100%
Net assets
$415K
By yearFY2020–FY2025
Revenue
$412K
FY2020
Revenue by fiscal year
FY2020$412K
FY2021$28K
FY2022$146K
FY2023−$63K
FY2024$28K
FY2025$31K
Expenses
$15K
FY2020
Expenses by fiscal year
FY2020$15K
FY2021$17K
FY2022$119K
FY2023$362K
FY2024$53K
FY2025$23K
Net assets
$415K
FY2020
Net assets by fiscal year
FY2020$415K
FY2021$624K
FY2022$453K
FY2023$29K
FY2024$3K
FY2025$10K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $15K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
Sarah Shoener
President
$0Pt VII · Sec A
Ed Shoener
Vice President
$0Pt VII · Sec A
Ruth Shoener
Secretary
$0Pt VII · Sec A
See Katie Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Inspires speaking up about mental illness, supports treatment and research for cures.

Provided by the organization

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1 program · $15K · in their own filed words · FY2020
01

To raise funds and awareness in the community about mental health illness, provide support for those struggling with mental health illness, and provide grants for mental health illness research programs.

$15Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Hawk Family FoundationFY2025$1K
Total grants receivedfrom 1 funder$1K
Grants paid · 12 grants · $528K · 2020–2025
Association of Catholic Mental Health MinistersFY2025$2,000
Scranton Counseling CenterPA · FY2024$20,179
Individual RecipientFY2024$20,000
Association of Catholic Mental Health MinistersFY2024$2,500
Association of Catholic Mental Health MinistersFY2023$302,500
Scranton Counseling CenterPA · FY2023$21,934
Individual RecipientFY2023$20,000
Geisinger Commonwealth School of MedicineFY2023$5,000
Scranton Counseling CenterPA · FY2022$83,439
Individual RecipientFY2022$20,250
Geisinger Commonwealth School of MedicinePA · FY2021$15,000
Geisinger Commonwealth School of MedicinePA · FY2020$15,000

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$412K
Ln 12
Gifts and grantsLn 1h$413K
Money outPt IX
$15K
Ln 25
Programscol B$15K
Owns and owesPt X
$415K
net assets · Ln 32
Cash and savingsLn 1–2$20K
Total assetsLn 16$415K
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$413K
Noncash giftsLn 1g$395K
Total revenueLn 12$412K
Assets in detailPt X, end of year
CashLn 1$20K
Cash and savings togetherLn 1–2$20K
InvestmentsLn 11–13$395K
Total assetsLn 16$415K
LiabilitiesLn 26$0
Net assetsLn 32$415K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$18K$20K
InvestmentsLn 11–13$395K
Total assetsLn 16$18K$415K
LiabilitiesLn 26$0$0
Net assetsLn 32$18K$415K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$15K$15K
OccupancyLn 16$175$175
Total functional expensesLn 25$15K$15K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $31K$23K$8K$10K 990 PDF
FY2024 $28K$53K−$26K$3K 990 PDF
FY2023 −$63K$362K−$424K$29K 990 PDF
FY2022 $146K$119K$27K$453K 990 PDF
FY2021 $28K$17K$11K$624K 990 PDF
FY2020 Viewing $412K$15K$397K$415K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (5 parts)
Part I · Summary $412,485 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$412,674
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0−$189
I-12 Total revenuePrior year $0$412,485
I-13 Grants and similar amounts paidPrior year $0$15,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $0$175
I-18 Total expensesPrior year $0$15,175
I-19 Revenue less expensesPrior year $0$397,310
Part VIII · Statement of revenue $412,485 across 5 lines filed
VIII-1f All other contributions, gifts and grants$412,674
VIII-1g Noncash contributions (included above)$394,974
VIII-1h Total contributions, gifts and grants$412,674
VIII-8 Net income from fundraising eventsExcluded from tax −$189−$189
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$189$412,485
Part IX · Statement of functional expenses $15,175 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $15,000$15,000
IX-16 OccupancyPrograms $175$175
IX-25 Total functional expensesPrograms $15,175 · Management $0 · Fundraising $0$15,175
Part X · Balance sheet $415,053 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $17,743$20,079
X-11 Publicly traded securities$394,974
X-16 Total assetsStart of year $17,743$415,053
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $17,743$415,053
X-33 Total liabilities and net assetsStart of year $17,743$415,053
Part XI · Reconciliation of net assets $415,053 net assets at year end
XI-1 Total revenue$412,485
XI-2 Total expenses$15,175
XI-3 Revenue less expenses$397,310
XI-4 Net assets at start of year$17,743
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$415,053

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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