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Catena Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$141M (2022)

Expenses
$41.5M (2022)

Total Assets
$438M (2022)

Total Liabilities
$4.13k (2022)

Source: Form 990 tax filings from 2019 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$140,948,730
Expenses
$41,546,612
Net Income
$99,402,118
Net Assets
$438,058,671
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $134,942,598
95.7%
Interest Revenue $179
0.0%
Dividends $8,253,598
5.9%
Sales of Assets -$5,241,382
Other Income $2,993,737
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,443,385
90.1%
Compensation of Officers* $1,278,979
3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $438,062,805
Total Liabilities $4,134
Net Assets $438,058,671
Compensation
Key Employees and Officers Compensation Other
Clare Bastable (Vice President) $241,036 $0
Drew Nelson Catena Foundation Per (Employee) $159,644 $0
Kerri Genung Catena Foundation Pe (Employee) $132,489 $0
Natasha Hale Catena Foundation Pe (Employee) $127,805 $0
Noah Koerper Catena Foundation Pe (Employee) $119,008 $0
Samuel R Walton (President) $0 $0
Greg Nelson (Vice President/Ass't Treasurer) $0 $0
Robert A Smith (Treasurer & Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$217,833,912
Expenses
$28,321,974
Net Income
$189,511,938
Net Assets
$397,658,425
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $203,140,593
93.3%
Interest Revenue $88
0.0%
Dividends $3,128,515
1.4%
Sales of Assets $8,365,899
3.8%
Other Income $3,198,817
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,428,640
89.8%
Compensation of Officers* $862,413
3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $397,661,850
Total Liabilities $3,425
Net Assets $397,658,425
Compensation
Key Employees and Officers Compensation Other
Samuel R Walton (President) $0 $0
Clare Bastable (Vice President) $0 $0
Greg Nelson (Vice President/Ass't Treasurer) $0 $0
Robert A Smith (Treasurer & Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,410,503
Expenses
$25,947,427
Net Income
$12,463,076
Net Assets
$166,233,467
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $34,080,390
88.7%
Interest Revenue $5,251
0.0%
Dividends $1,839,233
4.8%
Sales of Assets $2,038,015
5.3%
Other Income $447,614
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,912,848
96.0%
Compensation of Officers* $689,094
2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $166,234,363
Total Liabilities $896
Net Assets $166,233,467
Compensation
Key Employees and Officers Compensation Other
Catena Group (Trustee) $689,094 $0
Samuel R Walton (President) $0 $0
Clare Bastable (Vice President) $0 $0
Greg Nelson (Vice President/Ass't Treasurer) $0 $0
Robert A Smith (Treasurer & Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$87,426,504
Expenses
$12,455,197
Net Income
$74,971,307
Net Assets
$157,511,232
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $83,275,020
95.3%
Interest Revenue $175
0.0%
Dividends $2,644,086
3.0%
Sales of Assets $1,166,256
1.3%
Other Income $340,967
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,090,847
89.0%
Compensation of Officers* $488,979
3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $157,511,233
Total Liabilities $1
Net Assets $157,511,232
Compensation
Key Employees and Officers Compensation Other
Catena Group Llc (0) $488,979 $0
Sam R Walton (Director/President/Secretary) $0 $0
Richard D Chapman (Vice President) $0 $0
Eric C Haskel (Vice President/Ass't Treasurer) $0 $0
Robert A Smith (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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