Civic Intelligence

The Kurt Forrest Foundation Inc

990PF • Fiscal year 2017 • EIN 06-1549428

Jun 01, 2016 to May 31, 2017 • Filed on Apr 11, 2018

Organization Profile
1 Dock StreetStamford, CT 06902

(203) 524-1101

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$36,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 29.9% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

48th percentile

2.1%

Faster asset growth than 48% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,237,619

Up $25,029 (+2.1%) from 2016

Net Assets

Up

$1,237,619

Up $25,029 (+2.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin75th percentile

Revenue

Down

$120,533

Down $29,849 (-20%) from 2016

Expenses

Up

$96,425

Up $18,337 (+23%) from 2016

Net Income

Down

$24,108

Down $48,186 (-67%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th 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: $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

2017

Assets$1,237,619
Liabilities$0
Net Assets$1,237,619
Open 2017 Filing

Operations Trend

Revenue Growth14th 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

2017

Revenue$120,533
Expenses$96,425
Net Income$24,108
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 11, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Renate Kurowski-CardelloPresidentPT$36,000-$36,000
Thomas CardelloSecretary-$0--
Henry J CardelloDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Thomas Cardello
Title
Director
Signed
2018-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Duggan Bertsch LLC
Address
303 W MADISON ST SUITE 1000, CHICAGO, IL 60606-3321
Preparer
David M Henderson CPA JD LLM
Phone
3122638600
Raw XML Appendix274 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/UndistributedIncomeGrp/ExcessFromYear4Amt06467
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036636
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0100732
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0124166
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Kurt Forrest Charitable Lead
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/TotalContributionsAmt0117815
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advisor Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank service charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment Management fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Postage & Mailing
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08134
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Professional fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt03165
TaxesSchedule/TaxesDetail/CategoryTxt0Federal taxes
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Cardello
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Kurt Forrest Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0KURT
ReturnHeader/Filer/EIN0061549428
ReturnHeader/Filer/PhoneNum02035241101
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Dock Street
ReturnHeader/Filer/USAddress/CityNm0Stamford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006902
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/ZIPCd0606063321
ReturnHeader/PreparerPersonGrp/PhoneNum03122638600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David M Henderson CPA JD LLM
ReturnHeader/ReturnTs02018-04-11T12:58:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,237,619
Liabilities
$0
Net assets
$1,237,619
Revenue
$120,533
Expenses
$96,425
Net income
$24,108
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
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.
2017Detailed filing. Detailed filing data is available for this year.$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