Civic Intelligence

The Kurt Forrest Foundation Inc

990PF • Fiscal year 2022 • EIN 06-1549428

Jun 01, 2021 to May 31, 2022 • Filed on Apr 18, 2023

Organization Profile
470 West Avenue 2011Stamford, 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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

2nd percentile

-621%

Higher net margin than 2% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$36,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 257.8% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

30th percentile

-5.0%

Faster asset growth than 30% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,634,088

Down $86,690 (-5.0%) from 2021

Net Assets

Down

$1,634,088

Down $86,690 (-5.0%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Down

$13,967

Down $329,277 (-96%) from 2021

Expenses

Up

$100,657

Up $15,167 (+18%) from 2021

Net Income

Down

-$86,690

Down $344,444 (-134%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th 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: $1Net Assets 2021: $1,720,7782021Assets 2022: $1,634,088Liabilities 2022: $0Net Assets 2022: $1,634,0882022Assets 2023: $1,544,279Liabilities 2023: $12023Assets 2025: $1,441,372Liabilities 2025: $0Net Assets 2025: $1,441,3712025

Highlighted filing

2022

Assets$1,634,088
Liabilities$0
Net Assets$1,634,088
Open 2022 Filing

Operations Trend

Revenue Growth1st 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

2022

Revenue$13,967
Expenses$100,657
Net Income-$86,690
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 18, 2023
Return Version
2021v4.1
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
470 West Avenue 2011, Stamford, CT 06902

Signing Officer

Name
Renate Kurowski-Cardello
Title
President
Signed
2023-04-18
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 Appendix339 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas Cardello
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Renate Kurowski-Cardello
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Francesca K Cardello
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Thomas R Cardello
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Renate Kurowski-Cardello
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Renate Kurowski-Cardello
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Friends Without A Border
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Massachusetts Institute of Technolo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Perlman Music Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Contemporary Art Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4National Catholic Community Foundat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Franciscan Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Off the Record
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Chenla Children's Health Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6Common Board member
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01123 Broadway Suite 1210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt177 Massachusetts Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt219 West 69th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31321 Generals Hgihway Suite 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4940 N Browns Lake Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5551 Fifth Ave Suite 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt613618 Quiet Glen Ct
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Crownsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Burlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Louisville
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510176
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd640299
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt052622
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/AppliedToCurrentYearAmt012056
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt040566
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086968
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052622
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt074912
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt040566
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Kurt Forrest Charitable Lead Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0470 West Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Stamford
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0069026359
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015624
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advisor fees expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank service charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Commissions expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01846
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2827
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01846
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07951
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Legal and professional fees expenses
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07705
TaxesSchedule/TaxesDetail/Amt01301
TaxesSchedule/TaxesDetail/CategoryTxt0Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Renate Kurowski-Cardello
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-18
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/AddressLine1Txt0470 West Avenue 2011
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/ReturnTs02023-04-18T11:11:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thomas
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cardello
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,634,088
Liabilities
$0
Net assets
$1,634,088
Revenue
$13,967
Expenses
$100,657
Net income
-$86,690
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
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.01$0.10$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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