Civic Intelligence

Nathaniel Wharton Fund

EIN 13-3634653 • 501(c)3 • New York, NY

Profile

Nathaniel wharton fund for research in brain, body and behavior, inc. Is dedicated exclusively for the purposes of supporting and promoting scientific research concerning how the mind and body work together to affect health and how mental health care providers and researchers can help patients both medically and psychologically, and providing and disseminating information relating to the above purposes. The nathaniel wharton fund has not made any significant changes in how it conducts program services.

630 West 168th Street Box 172New York, NY 10032-3784

thewhartonfund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

51%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$4,892,704

Up $571,490 (+13%) from 2023

Liabilities

Down

$8,636

Down $24,549 (-74%) from 2023

Net Assets

Up

$4,884,068

Up $596,039 (+14%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin64th percentile

Revenue

Up

$447,360

Up $150,774 (+51%) from 2023

Expenses

Up

$392,157

Up $129,668 (+49%) from 2023

Net Income

Up

$55,203

Up $21,106 (+62%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $1,415,948Liabilities 2011: $912Net Assets 2011: $1,415,0362011Assets 2012: $1,741,242Liabilities 2012: $1,073Net Assets 2012: $1,740,1692012Assets 2013: $2,157,008Liabilities 2013: $6,697Net Assets 2013: $2,150,3112013Assets 2014: $2,533,106Liabilities 2014: $17,744Net Assets 2014: $2,515,3622014Assets 2015: $2,600,170Liabilities 2015: $60,787Net Assets 2015: $2,539,3832015Assets 2016: $2,896,985Liabilities 2016: $11,029Net Assets 2016: $2,885,9562016Assets 2017: $3,283,258Liabilities 2017: $33,686Net Assets 2017: $3,249,5722017Assets 2018: $3,132,445Liabilities 2018: $142,659Net Assets 2018: $2,989,7862018Assets 2019: $3,469,689Liabilities 2019: $14,818Net Assets 2019: $3,454,8712019Assets 2020: $3,741,799Liabilities 2020: $6,813Net Assets 2020: $3,734,9862020Assets 2021: $4,479,220Liabilities 2021: $220,010Net Assets 2021: $4,259,2102021Assets 2022: $3,623,054Liabilities 2022: $25,806Net Assets 2022: $3,597,2482022Assets 2023: $4,321,214Liabilities 2023: $33,185Net Assets 2023: $4,288,0292023Assets 2024: $4,892,704Liabilities 2024: $8,636Net Assets 2024: $4,884,0682024

Highlighted filing

2024

Assets$4,892,704
Liabilities$8,636
Net Assets$4,884,068
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $518,358Expenses 2011: $214,851Net Income 2011: $303,5072011Revenue 2012: $436,035Expenses 2012: $152,111Net Income 2012: $283,9242012Revenue 2013: $487,530Expenses 2013: $130,054Net Income 2013: $357,4762013Revenue 2014: $664,805Expenses 2014: $257,956Net Income 2014: $406,8492014Revenue 2015: $565,002Expenses 2015: $391,662Net Income 2015: $173,3402015Revenue 2016: $741,778Expenses 2016: $433,965Net Income 2016: $307,8132016Revenue 2017: $790,767Expenses 2017: $510,529Net Income 2017: $280,2382017Revenue 2018: $342,680Expenses 2018: $459,910Net Income 2018: -$117,2302018Revenue 2019: $798,948Expenses 2019: $296,150Net Income 2019: $502,7982019Revenue 2020: $294,388Expenses 2020: $185,433Net Income 2020: $108,9552020Revenue 2021: $563,786Expenses 2021: $206,912Net Income 2021: $356,8742021Revenue 2022: $378,601Expenses 2022: $332,239Net Income 2022: $46,3622022Revenue 2023: $296,586Expenses 2023: $262,489Net Income 2023: $34,0972023Revenue 2024: $447,360Expenses 2024: $392,157Net Income 2024: $55,2032024

Highlighted filing

2024

Revenue$447,360
Expenses$392,157
Net Income$55,203
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,892,704
Liabilities
$8,636
Net assets
$4,884,068
Revenue
$447,360
Expenses
$392,157
Net income
$55,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.89$0.01$4.88$0.45$0.39$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.32$0.03$4.29$0.30$0.26$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.03$3.60$0.38$0.33$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.48$0.22$4.26$0.56$0.21$0.36
2020Summary only. Only limited summary data is available for this year.$3.74$0.01$3.73$0.29$0.19$0.11
2019Summary only. Only limited summary data is available for this year.$3.47$0.01$3.45$0.80$0.30$0.50
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.14$2.99$0.34$0.46$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.28$0.03$3.25$0.79$0.51$0.28
2016Detailed filing. Detailed filing data is available for this year.$2.90$0.01$2.89$0.74$0.43$0.31
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.06$2.54$0.57$0.39$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.02$2.52$0.66$0.26$0.41
2013Detailed filing. Detailed filing data is available for this year.$2.16$0.01$2.15$0.49$0.13$0.36
2012Summary only. Only limited summary data is available for this year.$1.74$0.00$1.74$0.44$0.15$0.28
2011Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$0.52$0.21$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 28, 2025
Return Version
2024v5.0
Gross Receipts
$1,692,354
Mission and Program Overview

Mission

To conduct seminars involving the discussion of the mind, body and behavior research.

Nathaniel wharton fund for research in brain, body and behavior, inc. Is dedicated exclusively for the purposes of supporting and promoting scientific research concerning how the mind and body work together to affect health and how mental health care providers and researchers can help patients both medically and psychologically, and providing and disseminating information relating to the above purposes. The nathaniel wharton fund has not made any significant changes in how it conducts program services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,137,117$4,735,015▲ $597,898
Pledges and Grants Receivable$120,900$107,980▼ $12,920
Savings and Temporary Cash Investments$32,579$26,153▼ $6,426
Cash and Non-Interest-Bearing Accounts$18,118$23,556▲ $5,438
Prepaid Expenses and Deferred Charges$12,500--
Total Assets$4,321,214$4,892,704▲ $571,490
Liabilities
Accounts Payable and Accrued Expenses$33,185$8,636▼ $24,549
Total Liabilities$33,185$8,636▼ $24,549
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,288,029$4,884,068▲ $596,039
Total Net Assets Fund Balance$4,288,029$4,884,068▲ $596,039
Total Liabilities and Net Assets / Fund Balance$4,321,214$4,892,704▲ $571,490
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dr Ralph WhartonChairman Eme
Philip WhartonPresident
Chase WellesBoard Member
Janet RodgersBoard Member
Joanna GreenBoard Member
Marcia SteinBoard Member
Rebecca WhartonBoard Member
Richard P Sloan PhdBoard Member
Dr Peter Shapiro MdSecretary
C David AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$142,024
Program Service Revenue
$0
Investment Income
$302,636
Other Revenue
$2,700
All Other Contributions
$142,024
Change in Net Assets
$55,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$243,154
Grants and Similar Amounts Paid$111,000
Salaries, Compensation, and Employee Benefits$38,003
Total Fundraising Expense$14,567
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$105,000--$105,000
Conferences and Meetings$73,125--$73,125
Fees for Services Legal-$69,433-$69,433
Fees for Services Other$40,500--$40,500
Other Salaries and Wages$7,000$21,000$7,000$35,000
Fees for Services Accounting-$25,327-$25,327
Travel$13,815--$13,815
Information Technology$2,639$1,760$4,399$8,798
Office Expenses$1,504$3,905$2,298$7,707
Grants to Domestic Individuals$6,000--$6,000
Payroll Taxes$601$1,802$600$3,003
Insurance$271$1,534$270$2,075
Other Expenses$155--$155
Total Functional Expenses$252,829$124,761$14,567$392,157
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seoul National University FoundatioFort Lee, NJ-Research Support$75,000
The Trustees of Columbia UniversityNew York, NY-Endowment Support$30,000
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Philip wharton dr. Ralph wharton president chair emerit son of dr. Ralph wharton rebecca wharton dr. Ralph wharton board member chair emerit niece of dr. Ralph wharton”

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

“A copy of the 990 is given to the adminstrator, marna freed prior to filing. Marna distributes a copy to all board members for their review and approval. Once the 990 is approved by the board, the 990 is submitted to the irs for filing.”

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

“The organization reviews its conflict of interest statements annually.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Nathaniel Wharton Fund
EIN
13-3634653
Phone
6467748971
Address
630 WEST 168TH STREET BOX 172, NEW YORK, NY 10032-3784

Signing Officer

Name
C David Anderson
Title
Treasurer
Phone
6467748971
Signed
2025-05-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C David Anderson
Formed
1991
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
10

Preparer

Firm
Blumstein & Capparelli Cpas Llp
Address
1476 BLUE SPRUCE LN, WANTAGH, NY 11793
Preparer
Lisa M Capparelli
Phone
5167298664
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Nathaniel wharton fund for research in brain, body and behavior, inc. Is dedicated exclusively for the purposes of supporting and promoting scientific research concerning how the mind and body work together to affect health and how mental health care providers and researchers can help patients both medically and psychologically, and providing and disseminating information relating to the above purposes. The nathaniel wharton fund has not made any significant changes in how it conducts program services.”

Form 990, Part IX, Line 11G

“CONSULTANT 40,500 0 0”

Raw XML AppendixShowing 400 of 444 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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IRS990/MissionDesc0NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN, BODY AND BEHAVIOR, INC. IS DEDICATED EXCLUSIVELY FOR THE PURPOSES OF SUPPORTING AND PROMOTING SCIENTIFIC RESEARCH CONCERNING HOW THE MIND AND BODY WORK TOGETHER TO AFFECT HEALTH AND HOW MENTAL HEALTH CARE PROVIDERS AND RESEARCHERS CAN HELP PATIENTS BOTH MEDICALLY AND PSYCHOLOGICALLY, AND PROVIDING AND DISSEMINATING INFORMATION RELATING TO THE ABOVE PURPOSES. THE NATHANIEL WHARTON FUND HAS NOT MADE ANY SIGNIFICANT CHANGES IN HOW IT CONDUCTS PROGRAM SERVICES.
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012500
IRS990/PrincipalOfficerNm0C DAVID ANDERSON
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt018000
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt02700
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt040762
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0351630
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IRS990ScheduleA/InvestmentIncomePYPct00.13000
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IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/CashGrantAmt175000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ENDOWMENT SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RESEARCH SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE TRUSTEES OF COLUMBIA UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SEOUL NATIONAL UNIVERSITY FOUNDATIO
IRS990ScheduleI/RecipientTable/RecipientEIN0135598093
IRS990ScheduleI/RecipientTable/RecipientEIN1262615329
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0630 WEST 168TH STREET 4TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1222 BRIDGE PLAZA SOUTH SUITE 720
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FORT LEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NJ
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATHANIEL WHARTON FUND FOR RESEARCH IN BRAIN, BODY AND BEHAVIOR, INC. IS DEDICATED EXCLUSIVELY FOR THE PURPOSES OF SUPPORTING AND PROMOTING SCIENTIFIC RESEARCH CONCERNING HOW THE MIND AND BODY WORK TOGETHER TO AFFECT HEALTH AND HOW MENTAL HEALTH CARE PROVIDERS AND RESEARCHERS CAN HELP PATIENTS BOTH MEDICALLY AND PSYCHOLOGICALLY, AND PROVIDING AND DISSEMINATING INFORMATION RELATING TO THE ABOVE PURPOSES. THE NATHANIEL WHARTON FUND HAS NOT MADE ANY SIGNIFICANT CHANGES IN HOW IT CONDUCTS PROGRAM SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PHILIP WHARTON DR. RALPH WHARTON PRESIDENT CHAIR EMERIT SON OF DR. RALPH WHARTON REBECCA WHARTON DR. RALPH WHARTON BOARD MEMBER CHAIR EMERIT NIECE OF DR. RALPH WHARTON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE 990 IS GIVEN TO THE ADMINSTRATOR, MARNA FREED PRIOR TO FILING. MARNA DISTRIBUTES A COPY TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL. ONCE THE 990 IS APPROVED BY THE BOARD, THE 990 IS SUBMITTED TO THE IRS FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REVIEWS ITS CONFLICT OF INTEREST STATEMENTS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONSULTANT 40,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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