Civic Intelligence

The Kurt Forrest Foundation Inc

990PF • Fiscal year 2021 • EIN 06-1549428

Jun 01, 2020 to May 31, 2021 • Filed on Apr 16, 2022

Organization Profile
1 Dock Street 610Stamford, CT 06902

(203) 524-1101

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

93rd percentile

75%

Higher net margin than 93% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$36,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

105%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,720,778

Up $257,754 (+18%) from 2020

Net Assets

$1,720,778

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin93rd percentile

Revenue

Up

$343,244

Up $175,433 (+105%) from 2020

Expenses

Down

$85,490

Down $6,806 (-7.4%) from 2020

Net Income

Up

$257,754

Up $182,239 (+241%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,343,598Liabilities 2011: $02011Assets 2012: $1,303,013Liabilities 2012: $02012Assets 2013: $1,248,924Liabilities 2013: $02013Assets 2014: $1,185,136Liabilities 2014: $02014Assets 2015: $1,140,296Liabilities 2015: $02015Assets 2016: $1,212,590Liabilities 2016: $0Net Assets 2016: $1,212,5902016Assets 2017: $1,237,619Liabilities 2017: $0Net Assets 2017: $1,237,6192017Assets 2019: $1,373,299Liabilities 2019: $1Net Assets 2019: $1,373,2992019Assets 2020: $1,463,024Liabilities 2020: $12020Assets 2021: $1,720,778Liabilities 2021: $0Net Assets 2021: $1,720,7782021Assets 2022: $1,634,088Liabilities 2022: $1Net Assets 2022: $1,634,0882022Assets 2023: $1,544,279Liabilities 2023: $12023Assets 2025: $1,441,372Liabilities 2025: $0Net Assets 2025: $1,441,3712025

Highlighted filing

2021

Assets$1,720,778
Liabilities$0
Net Assets$1,720,778
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

$400K$200K$0-$200KRevenue 2011: $13,800Expenses 2011: $45,796Net Income 2011: -$31,9962011Revenue 2012: $70,789Expenses 2012: $111,374Net Income 2012: -$40,5852012Revenue 2013: $54,031Expenses 2013: $108,120Net Income 2013: -$54,0892013Revenue 2014: $61,639Expenses 2014: $122,681Net Income 2014: -$61,0422014Revenue 2015: $88,657Expenses 2015: $126,346Net Income 2015: -$37,6892015Revenue 2016: $150,382Expenses 2016: $78,088Net Income 2016: $72,2942016Revenue 2017: $120,533Expenses 2017: $96,425Net Income 2017: $24,1082017Revenue 2019: $178,424Expenses 2019: $95,815Net Income 2019: $82,6092019Revenue 2020: $167,811Expenses 2020: $92,296Net Income 2020: $75,5152020Revenue 2021: $343,244Expenses 2021: $85,490Net Income 2021: $257,7542021Revenue 2022: $13,967Expenses 2022: $100,657Net Income 2022: -$86,6902022Revenue 2023: $15,201Expenses 2023: $105,476Net Income 2023: -$90,2752023Revenue 2025: $93,510Expenses 2025: $72,713Net Income 2025: $20,7972025

Highlighted filing

2021

Revenue$343,244
Expenses$85,490
Net Income$257,754
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Apr 16, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Renate Kurowski-CardelloPresidentPT$36,000-$36,000
Thomas CardelloSecretary-$0--
Francesca K CardelloDirector-$0--
Thomas R CardelloDirector-$0--
Renate Kurowski-CardelloDirector-$0--
Renate Kurowski-CardelloTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Kurt Forrest Foundation Inc
EIN
06-1549428
Phone
2035241101
Address
1 Dock Street 610, Stamford, CT 06902

Signing Officer

Name
Thomas Cardello
Title
Director
Signed
2022-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Duggan Bertsch LLC
Address
303 W MADISON ST SUITE 1000, CHICAGO, IL 60606
Preparer
David M Henderson CPA JD LLM
Phone
3122638600
Raw XML Appendix302 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Attachment to 2021 Form 990-PF of The Kurt Forrest Foundation, Inc. EIN: 06-1549428Form 990-PF, Part 1, Line 25Contributions, Gifts and GrantsDonee's Name: The German International SchoolRelationship of donee: One board member of The Kurt Forrest Foundation, Inc. is also a board member of The German International School. The board member is Renate Kurowski-Cardello.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas Cardello
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Renate Kurowski-Cardello
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Thomas R Cardello
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Renate Kurowski-Cardello
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1German International School New Yor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Massachusetts Institute of Technolo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3The Perlman Music Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Board member
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01123 Broadway Suite 1210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt150 Partridge Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt277 Massachusetts Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt319 West 69th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1White Plains
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310023
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt037500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078066
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037500
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt040566
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Kurt Forrest Charitable Lead Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01 Dock Street Suite 610
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Stamford
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0069025857
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0244301
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advisor Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank service charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03428
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03428
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08196
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Professional fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02345
TaxesSchedule/TaxesDetail/Amt0306
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Cardello
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Kurt Forrest Foundation Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Thomas Cardello
ReturnHeader/Filer/BusinessNameControlTxt0KURT
ReturnHeader/Filer/EIN0061549428
ReturnHeader/Filer/PhoneNum02035241101
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Dock Street 610
ReturnHeader/Filer/USAddress/CityNm0Stamford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006902
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263963060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUGGAN BERTSCH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 W MADISON ST SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03122638600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David M Henderson CPA JD LLM
ReturnHeader/ReturnTs02022-04-16T10:10:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thomas
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cardello
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,720,778
Liabilities
$0
Net assets
$1,720,778
Revenue
$343,244
Expenses
$85,490
Net income
$257,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.09$0.07$0.02
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$0.02$0.11$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.01$0.10$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.34$0.09$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$0.17$0.09$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.18$0.10$0.08
2018Detailed filing. Detailed filing data is available for this year.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.12$0.10$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.15$0.08$0.07
2015Summary only. Only limited summary data is available for this year.$1.14$0.00$0.09$0.13$0.04
2014Summary only. Only limited summary data is available for this year.$1.19$0.00$0.06$0.12$0.06
2013Summary only. Only limited summary data is available for this year.$1.25$0.00$0.05$0.11$0.05
2012Summary only. Only limited summary data is available for this year.$1.30$0.00$0.07$0.11$0.04
2011Summary only. Only limited summary data is available for this year.$1.34$0.00$0.01$0.05$0.03