Civic Intelligence

National Shingles Foundation

990 • Fiscal year 2022 • EIN 13-3601316

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 24, 2023

603 West 115th Street Ste 371New York, NY 10025

(212) 866-6000

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

47th percentile

0.02x

Higher debt load relative to revenue than 47% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$130,906

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 48.0% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

13th percentile

-17%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-39%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$516,992

Down $106,568 (-17%) from 2021

Net Assets

Down

$512,893

Down $101,263 (-16%) from 2021

Liabilities

Down

$4,099

Down $5,305 (-56%) from 2021

Revenue

Down

$272,755

Down $174,336 (-39%) from 2021

Expenses

Down

$374,018

Down $136,722 (-27%) from 2021

Net Income

Down

-$101,263

Down $37,614 (-59%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,368,823Liabilities 2011: $6,945Net Assets 2011: $1,361,8782011Assets 2012: $1,489,386Liabilities 2012: $4,998Net Assets 2012: $1,484,3882012Assets 2013: $1,350,802Liabilities 2013: $5,029Net Assets 2013: $1,345,7732013Assets 2014: $1,184,147Liabilities 2014: $4,820Net Assets 2014: $1,179,3272014Assets 2015: $964,160Liabilities 2015: $10,689Net Assets 2015: $953,4712015Assets 2016: $804,138Liabilities 2016: $6,696Net Assets 2016: $797,4422016Assets 2017: $926,421Liabilities 2017: $4,579Net Assets 2017: $921,8422017Assets 2018: $734,673Liabilities 2018: $3,784Net Assets 2018: $730,8892018Assets 2019: $486,745Liabilities 2019: $4,397Net Assets 2019: $482,3482019Assets 2020: $734,094Liabilities 2020: $56,289Net Assets 2020: $677,8052020Assets 2021: $623,560Liabilities 2021: $9,404Net Assets 2021: $614,1562021Assets 2022: $516,992Liabilities 2022: $4,099Net Assets 2022: $512,8932022Assets 2023: $494,533Liabilities 2023: $2,770Net Assets 2023: $491,7632023Assets 2024: $283,055Liabilities 2024: $250Net Assets 2024: $282,8052024Assets 2025: $116,565Liabilities 2025: $250Net Assets 2025: $116,3152025

Highlighted filing

2022

Assets$516,992
Liabilities$4,099
Net Assets$512,893

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $422,291Expenses 2011: $624,323Net Income 2011: -$202,0322011Revenue 2012: $821,246Expenses 2012: $698,736Net Income 2012: $122,5102012Revenue 2013: $376,978Expenses 2013: $515,593Net Income 2013: -$138,6152013Revenue 2014: $380,563Expenses 2014: $547,009Net Income 2014: -$166,4462014Revenue 2015: $340,513Expenses 2015: $566,369Net Income 2015: -$225,8562015Revenue 2016: $340,270Expenses 2016: $496,299Net Income 2016: -$156,0292016Revenue 2017: $646,839Expenses 2017: $522,439Net Income 2017: $124,4002017Revenue 2018: $349,756Expenses 2018: $540,709Net Income 2018: -$190,9532018Revenue 2019: $260,463Expenses 2019: $509,004Net Income 2019: -$248,5412019Revenue 2020: $652,854Expenses 2020: $457,397Net Income 2020: $195,4572020Revenue 2021: $447,091Expenses 2021: $510,740Net Income 2021: -$63,6492021Revenue 2022: $272,755Expenses 2022: $374,018Net Income 2022: -$101,2632022Revenue 2023: $247,230Expenses 2023: $268,360Net Income 2023: -$21,1302023Revenue 2024: $187,595Expenses 2024: $396,553Net Income 2024: -$208,9582024Revenue 2025: $16,527Expenses 2025: $183,017Net Income 2025: -$166,4902025

Highlighted filing

2022

Revenue$272,755
Expenses$374,018
Net Income-$101,263
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 24, 2023
Return Version
2021v4.0
Gross Receipts
$280,576
Mission and Program Overview

Mission

Promote science, medicine, and public health by providing information and support of research,conferences, education, grants, particularly on shingles, shingles pain, chicken pox, as well as other preventive and theraputic vaccines and health and public health issues.

Promote science, medicine, & public health providing information, research support, conferences, education, grants on shingles, singles pain, chicken pox, plus on vaccines & other health issues..... Schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$391,336$324,024▼ $67,312
Cash and Non-Interest-Bearing Accounts$229,592$187,659▼ $41,933
Land, Buildings, and Equipment, Net$1,287$3,964▲ $2,677
Prepaid Expenses and Deferred Charges$1,345$1,345→ $0
Total Assets$623,560$516,992▼ $106,568
Liabilities
Accounts Payable and Accrued Expenses$9,404$4,099▼ $5,305
Total Liabilities$9,404$4,099▼ $5,305
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$614,156$512,893▼ $101,263
Total Net Assets Fund Balance$614,156$512,893▼ $101,263
Total Liabilities and Net Assets / Fund Balance$623,560$516,992▼ $106,568

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$61,922$61,922
Equipment$3,964$4,863$8,827
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Louis R GaryCEO, DirectoFT$87,983$42,923$130,906
John KittlePresident, CFT$98,251$28,429$126,680

Board Members and Trustees

NameTitle
Melody AndersonChairman, Di
Charlotte FordDirector
Craig JacobsDirector
Frank G WisnerDirector
Lief D RosenblattDirector
Logan FulrathDirector
Peter BuxtunDirector
Richard N PodellDirector
Loren FishmanCo-sec,co-tr
Carol UelandCo-secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$272,886
Program Service Revenue
$0
Investment Income
$-131
Other Revenue
$0
All Other Contributions
$272,886
Change in Net Assets
$-101,263
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$285,056
Other Expenses$78,962
Total Fundraising Expense$16,585
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$148,987$27,936$9,311$186,234
Pension Plan Contributions$37,247$6,983$2,327$46,557
Other Employee Benefits$20,542$3,852$1,284$25,678
Fees for Services Other$15,726$3,931-$19,657
Fees for Services Accounting-$15,950-$15,950
Payroll Taxes$12,257$2,298$766$15,321
Other Salaries and Wages$9,013$1,689$564$11,266
Information Technology$8,516$1,597$533$10,646
Office Expenses$8,110$1,520$506$10,136
Grants to Domestic Orgs$10,000--$10,000
Travel$8,667-$963$9,630
Insurance$2,987$560$187$3,734
Occupancy$3,232--$3,232
Conferences and Meetings$1,409--$1,409
Depreciation Depletion$625$156-$781
Other Expenses$160$300$64$300
Total Functional Expenses$289,753$67,680$16,585$374,018
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nyu School of MedicineNew York, NY-General Assistance$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization has one class of memebers. The members elect the board of directors.

Form 990, Page 6, Part VI, Line 7A

The organization has one class of members. Members of the organization elect the board of directors, including filling vacancies on such board.

Form 990, Page 6, Part VI, Line 7B

Pursuant to the by-laws, the number of directors may be increased or decreased only by a vote of a majority of members. Therefore, the members have approval rights over any such increase or decrease.

Form 990, Page 6, Part VI, Line 11B

Form 990 is prepared by the cpa independent accountant who provided the reviewed financial statements for the board. The executive committee reviews form 990 before filing.

Form 990, Page 6, Part VI, Line 12C

The board regularly and consistently monitors and enforces compliance with the policy by reviewing annual responses as well as interim notifications of conflict.

Form 990, Page 6, Part VI, Line 15A

The compensation committee of independent directors in its contemporaneous substantiation of its determinations and decisions relies on its experience with other 501(c)3 organizations operating in new york city's compesation and cost of living environment. They set compensation for a june 30th fiscal year. There are no employment contracts. Employment and compensation is at the pleasure of the board.

Form 990, Page 6, Part VI, Line 15B

The compensation committee of independent directors in its contemporaneous substantiation of its determinations and decisions relies on its experience with other 501(c)3 organizations operating in new york city's compesation and cost of living environment. They set compensation for a june 30th fiscal year. There are no employment contracts. Employment and compensation is at the pleasure of the board.

Form 990, Page 6, Part VI, Line 19

Upon request-response is by mail or email. In addition, form 990 is available on the web through guidestar.

Filing and Contact Details

Filer

Filer Name
National Shingles Foundation
EIN
13-3601316
Phone
2128666000
Address
603 WEST 115TH STREET STE 371, NEW YORK, NY 10025
Doing Business As
Vzv Research Foundation

Signing Officer

Name
Louis R Gary
Title
CEO
Phone
2128666000
Signed
2023-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louis R Gary
Formed
1991
Legal Domicile
De
Voting Board Members
12
Independent Board Members
10
Employees
3
Volunteers
78

Preparer

Firm
A Gary Aaronson CPA Pllc
Address
42 WEST 38TH STREET SUITE 1003, NEW YORK, NY 10018-0060
Preparer
A Gary Aaronson
Phone
2126845770
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Promote science, medicine, and public health by providing information and support of research, conferences, education, grants particularly on shingles, singles pain, chicken pox, as well as other preventive and theraputic vaccines and health and public health issues.

Form 990, Part XII

2c - the executive committee reviews form 990 before filing. Form 990 is prepared by the cpa independent accountant who provides the reviewed financial statements for the board.

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01345
IRS990/PrincipalOfficerNm0LOUIS R GARY
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0447718
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IRS990/PYGrantsAndSimilarPaidAmt032500
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0295274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0257519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0305027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01328424
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02944
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01800
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/SubstantialContributorsTotAmt0435332
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0257519
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0305027
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01328424
IRS990ScheduleA/TotalSupportAmt01333829
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt04863
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt061922
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03964
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IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NYU SCHOOL OF MEDICINE
IRS990ScheduleI/RecipientTable/RecipientEIN0135562308
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0545 1ST AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010016
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0REQUIRE ANNUAL REPORTS PLUS ORAL AND OTHER WRITTEN REPORTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROMOTE SCIENCE, MEDICINE, AND PUBLIC HEALTH BY PROVIDING INFORMATION AND SUPPORT OF RESEARCH, CONFERENCES, EDUCATION, GRANTS PARTICULARLY ON SHINGLES, SINGLES PAIN, CHICKEN POX, AS WELL AS OTHER PREVENTIVE AND THERAPUTIC VACCINES AND HEALTH AND PUBLIC HEALTH ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS ONE CLASS OF MEMEBERS. THE MEMBERS ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS ONE CLASS OF MEMBERS. MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF DIRECTORS, INCLUDING FILLING VACANCIES ON SUCH BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PURSUANT TO THE BY-LAWS, THE NUMBER OF DIRECTORS MAY BE INCREASED OR DECREASED ONLY BY A VOTE OF A MAJORITY OF MEMBERS. THEREFORE, THE MEMBERS HAVE APPROVAL RIGHTS OVER ANY SUCH INCREASE OR DECREASE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS PREPARED BY THE CPA INDEPENDENT ACCOUNTANT WHO PROVIDED THE REVIEWED FINANCIAL STATEMENTS FOR THE BOARD. THE EXECUTIVE COMMITTEE REVIEWS FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY BY REVIEWING ANNUAL RESPONSES AS WELL AS INTERIM NOTIFICATIONS OF CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE COMPENSATION COMMITTEE OF INDEPENDENT DIRECTORS IN ITS CONTEMPORANEOUS SUBSTANTIATION OF ITS DETERMINATIONS AND DECISIONS RELIES ON ITS EXPERIENCE WITH OTHER 501(C)3 ORGANIZATIONS OPERATING IN NEW YORK CITY'S COMPESATION AND COST OF LIVING ENVIRONMENT. THEY SET COMPENSATION FOR A JUNE 30TH FISCAL YEAR. THERE ARE NO EMPLOYMENT CONTRACTS. EMPLOYMENT AND COMPENSATION IS AT THE PLEASURE OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE COMPENSATION COMMITTEE OF INDEPENDENT DIRECTORS IN ITS CONTEMPORANEOUS SUBSTANTIATION OF ITS DETERMINATIONS AND DECISIONS RELIES ON ITS EXPERIENCE WITH OTHER 501(C)3 ORGANIZATIONS OPERATING IN NEW YORK CITY'S COMPESATION AND COST OF LIVING ENVIRONMENT. THEY SET COMPENSATION FOR A JUNE 30TH FISCAL YEAR. THERE ARE NO EMPLOYMENT CONTRACTS. EMPLOYMENT AND COMPENSATION IS AT THE PLEASURE OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UPON REQUEST-RESPONSE IS BY MAIL OR EMAIL. IN ADDITION, FORM 990 IS AVAILABLE ON THE WEB THROUGH GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt92C - THE EXECUTIVE COMMITTEE REVIEWS FORM 990 BEFORE FILING. FORM 990 IS PREPARED BY THE CPA INDEPENDENT ACCOUNTANT WHO PROVIDES THE REVIEWED FINANCIAL STATEMENTS FOR THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XII
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IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt067680
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0289753

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.02$0.18$0.17
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.19$0.40$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.25$0.27$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.51$0.27$0.37$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.61$0.45$0.51$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.06$0.68$0.65$0.46$0.20
2019Summary only. Only limited summary data is available for this year.$0.49$0.00$0.48$0.26$0.51$0.25
2018Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$0.35$0.54$0.19
2017Summary only. Only limited summary data is available for this year.$0.93$0.00$0.92$0.65$0.52$0.12
2016Summary only. Only limited summary data is available for this year.$0.80$0.01$0.80$0.34$0.50$0.16
2015Summary only. Only limited summary data is available for this year.$0.96$0.01$0.95$0.34$0.57$0.23
2014Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.38$0.55$0.17
2013Summary only. Only limited summary data is available for this year.$1.35$0.01$1.35$0.38$0.52$0.14
2012Summary only. Only limited summary data is available for this year.$1.49$0.00$1.48$0.82$0.70$0.12
2011Summary only. Only limited summary data is available for this year.$1.37$0.01$1.36$0.42$0.62$0.20