Civic Intelligence

Nathaniel Wharton Fund for Research in Brain Body and Behavior Inc.

990 • Fiscal year 2018 • EIN 13-3634653

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 29, 2019

622 West 168th Street 15th FloorNew York, NY 10032-3784

(212) 342-2790

Siviq Scores

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

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.42x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

25th percentile

-4.6%

Faster asset growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-57%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$3,132,445

Down $150,813 (-4.6%) from 2017

Net Assets

Down

$2,989,786

Down $259,786 (-8.0%) from 2017

Liabilities

Up

$142,659

Up $108,973 (+323%) from 2017

Revenue

Down

$342,680

Down $448,087 (-57%) from 2017

Expenses

Down

$459,910

Down $50,619 (-9.9%) from 2017

Net Income

Down

-$117,230

Down $397,468 (-142%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$3,132,445
Liabilities$142,659
Net Assets$2,989,786

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$342,680
Expenses$459,910
Net Income-$117,230
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 29, 2019
Return Version
2018v3.1
Gross Receipts
$2,354,857
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,412,412$2,571,090▲ $158,678
Land, Buildings, and Equipment, Net$243,623$205,099▼ $38,524
Pledges and Grants Receivable$159,498$175,825▲ $16,327
Cash and Non-Interest-Bearing Accounts$44,055$125,492▲ $81,437
Savings and Temporary Cash Investments$413,670$54,939▼ $358,731
Prepaid Expenses and Deferred Charges$10,000--
Total Assets$3,283,258$3,132,445▼ $150,813
Liabilities
Accounts Payable and Accrued Expenses$33,686$142,659▲ $108,973
Total Liabilities$33,686$142,659▲ $108,973
Net Assets / Fund Balance
Unrestricted Net Assets$3,249,572$2,989,786▼ $259,786
Total Net Assets Fund Balance$3,249,572$2,989,786▼ $259,786
Total Liabilities and Net Assets / Fund Balance$3,283,258$3,132,445▼ $150,813

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$187,564$162,436$350,000
Other Land Buildings$11,279$104,320$115,599
Equipment$6,256$20,926$27,182
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr Lennard WhartonChair
Alan SiegelChair Emerit
C David AndersonBoard Member
Catherine Monk PhdBoard Member
Dr Andreas PapanicolaouBoard Member
Dr Peter ShapiroBoard Member
Dr Richard P SloanBoard Member
Janet K RodgersBoard Member
Joanna GreenBoard Member
Marcia SteinBoard Member
Rebecca WhartonBoard Member
Thomas CarbinBoard Member
Dr Ralph WhartonExecutive Di
Linda BicksSecretary
Stanley Leon GilbertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$282,780
Program Service Revenue
$0
Investment Income
$59,900
Other Revenue
$0
All Other Contributions
$282,780
Change in Net Assets
$-117,230

Audited Revenue Reconciliation

Revenue per Audited Statements
$334,801
Revenue Not Reported on Financial Statements
$7,879
Revenue Not Reported on Form 990
$-109,074
Total Revenue per Audited Statements
$225,727
Total Revenue per Form 990
$342,680
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$258,281
Other Expenses$186,027
Total Fundraising Expense$35,859
Salaries, Compensation, and Employee Benefits$15,602
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$258,281--$258,281
Travel$65,484--$65,484
Conferences and Meetings$16,056-$35,859$51,915
Other Salaries and Wages$8,640$5,760-$14,400
Depreciation Depletion$13,718--$13,718
Fees for Services Accounting-$7,275-$7,275
Office Expenses-$6,092-$6,092
Insurance-$2,118-$2,118
Other Expenses$1,992$1,455-$1,455
All Other Expenses$1,401--$1,401
Payroll Taxes$721$481-$1,202
Total Functional Expenses$400,770$23,281$35,859$459,910

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$485,513
Expenses per Audited Statements$459,910
Total Expenses per Form 990$459,910
Expenses Not Reported on Form 990$25,603
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
No
Audit committee
Yes
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
No
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 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Nathaniel Wharton Fund
EIN
13-3634653
Phone
2123422790
Address
622 WEST 168TH STREET 15TH FLOOR, NEW YORK, NY 10032-3784

Signing Officer

Name
Dr Ralph Wharton
Title
Executive Director
Phone
2123052330
Signed
2019-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Ralph Wharton
Legal Domicile
Ny
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
13

Preparer

Firm
Mayne Blumstein & Fingold Cpas Llp
Address
1991 SMITH STREET SUITE 100, MERRICK, NY 11566
Preparer
Robert W Mayne
Phone
5168682400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Book / tax depreciation difference -25,603

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

Book / tax depreciation difference 25,603

Raw XML AppendixShowing 400 of 440 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033686
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0142659
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO CONDUCT SEMINARS INVOLVING THE DISCUSSION OF THE MIND, BODY AND BEHAVIOR RESEARCH.
IRS990/AllOtherContributionsAmt0282780
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01401
IRS990/AllOtherExpensesGrp/TotalAmt01401
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0MARNA FREE
IRS990/BooksInCareOfDetail/PhoneNum02123422790
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0622 WEST 168TH STREET 15TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010032
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt044055
IRS990/CashNonInterestBearingGrp/EOYAmt0125492
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt035859
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt016056
IRS990/ConferencesMeetingsGrp/TotalAmt051915
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0282780
IRS990/CYGrantsAndSimilarPaidAmt0258281
IRS990/CYInvestmentIncomeAmt059900
IRS990/CYOtherExpensesAmt0186027
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-117230
IRS990/CYSalariesCompEmpBnftPaidAmt015602
IRS990/CYTotalExpensesAmt0459910
IRS990/CYTotalFundraisingExpenseAmt035859
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0342680
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt013718
IRS990/DepreciationDepletionGrp/TotalAmt013718
IRS990/Desc0LAB, RESEARCH AND MEETING IN NEW YORK CITY TO DISCUSS MIND AND BODY RESEARCH. ANNUAL CONFERENCE FOR INDIVIDUALS INTERESTED IN MIND AND BODY RESEARCH.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0400770
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07275
IRS990/FeesForServicesAccountingGrp/TotalAmt07275
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt06.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt16.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt26.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt36.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt46.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt56.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt66.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt76.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt86.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt96.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt106.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt116.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt126.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt136.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0DR LENNARD WHARTON
IRS990/Form990PartVIISectionAGrp/PersonNm1DR RICHARD P SLOAN
IRS990/Form990PartVIISectionAGrp/PersonNm2STANLEY LEON GILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm3DR RALPH WHARTON
IRS990/Form990PartVIISectionAGrp/PersonNm4JOANNA GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm5DR ANDREAS PAPANICOLAOU
IRS990/Form990PartVIISectionAGrp/PersonNm6LINDA BICKS
IRS990/Form990PartVIISectionAGrp/PersonNm7DR PETER SHAPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm8JANET K RODGERS
IRS990/Form990PartVIISectionAGrp/PersonNm9REBECCA WHARTON
IRS990/Form990PartVIISectionAGrp/PersonNm10MARCIA STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm11CATHERINE MONK PHD
IRS990/Form990PartVIISectionAGrp/PersonNm12THOMAS CARBIN
IRS990/Form990PartVIISectionAGrp/PersonNm13C DAVID ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm14ALAN SIEGEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIR EMERIT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt01678
IRS990/GainOrLossGrp/SecuritiesAmt0-94
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0258281
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0258281
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0258281
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01678
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02012083
IRS990/GrossReceiptsAmt02354857
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02118
IRS990/InsuranceGrp/TotalAmt02118
IRS990/InvestmentExpenseAmt0-7879
IRS990/InvestmentIncomeGrp/ExclusionAmt058316
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058316
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02412412
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02571090
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0287682
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0243623
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0205099
IRS990/LandBldgEquipCostOrOtherBssAmt0492781
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02012177
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO CONDUCT SEMINARS INVOLVING THE DISCUSSION OF THE MIND, BODY AND BEHAVIOR RESEARCH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03249572
IRS990/NetAssetsOrFundBalancesEOYAmt02989786
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01678
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-94
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01584
IRS990/NetUnrlzdGainsLossesInvstAmt0-109074
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt02400
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06092
IRS990/OfficeExpensesGrp/TotalAmt06092
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-25603
IRS990/OtherExpensesGrp/Desc0RESEARCH
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2WEBSITE DESIGN & MAINT
IRS990/OtherExpensesGrp/Desc3BANK AND CREDIT CARD FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11455
IRS990/OtherExpensesGrp/ProgramServicesAmt019332
IRS990/OtherExpensesGrp/ProgramServicesAmt115145
IRS990/OtherExpensesGrp/ProgramServicesAmt21992
IRS990/OtherExpensesGrp/TotalAmt019332
IRS990/OtherExpensesGrp/TotalAmt115245
IRS990/OtherExpensesGrp/TotalAmt21992
IRS990/OtherExpensesGrp/TotalAmt31455
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05760
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08640
IRS990/OtherSalariesAndWagesGrp/TotalAmt014400
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0481
IRS990/PayrollTaxesGrp/ProgramServicesAmt0721
IRS990/PayrollTaxesGrp/TotalAmt01202
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0159498
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0175825
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010000
IRS990/PrincipalOfficerNm0DR RALPH WHARTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0676807
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0347934
IRS990/PYInvestmentIncomeAmt0113960
IRS990/PYOtherExpensesAmt0146402
IRS990/PYRevenuesLessExpensesAmt0280238
IRS990/PYSalariesCompEmpBnftPaidAmt016193
IRS990/PYTotalExpensesAmt0510529
IRS990/PYTotalRevenueAmt0790767
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-117230
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0413670
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0282780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0676807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0721572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0508454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0585343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02774956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt058316
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt051540
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt028093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021190
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0188992
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44580
IRS990ScheduleA/PublicSupportPY170Pct00.35190
IRS990ScheduleA/PublicSupportTotal170Amt01321240
IRS990ScheduleA/SubstantialContributorsTotAmt01453716
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0282780
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0676807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0721572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0508454
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0585343
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02774956
IRS990ScheduleA/TotalSupportAmt02963948
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt06256
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020926
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027182
IRS990ScheduleD/ExpensesNotReportedAmt025603
IRS990ScheduleD/ExpensesSubtotalAmt0459910
IRS990ScheduleD/InvestmentExpensesNotIncldAmt07879
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0187564
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0162436
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0350000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-109074
IRS990ScheduleD/OtherExpensesIncludedAmt025603
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011279
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0104320
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0115599
IRS990ScheduleD/RevenueNotReportedAmt0-109074
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07879
IRS990ScheduleD/RevenueSubtotalAmt0334801
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BOOK / TAX DEPRECIATION DIFFERENCE 25,603
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0205099
IRS990ScheduleD/TotalExpensesPerForm990Amt0459910
IRS990ScheduleD/TotalRevenuePerForm990Amt0342680
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0225727
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0485513
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0258281
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RESEARCH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK / TAX DEPRECIATION DIFFERENCE -25,603
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03283258
IRS990/TotalAssetsEOYAmt03132445
IRS990/TotalAssetsGrp/BOYAmt03283258
IRS990/TotalAssetsGrp/EOYAmt03132445
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0282780
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt035859
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023281
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0400770
IRS990/TotalFunctionalExpensesGrp/TotalAmt0459910
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt033686
IRS990/TotalLiabilitiesEOYAmt0142659
IRS990/TotalLiabilitiesGrp/BOYAmt033686
IRS990/TotalLiabilitiesGrp/EOYAmt0142659
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03249572
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02989786
IRS990/TotalProgramServiceExpensesAmt0400770
IRS990/TotalRevenueGrp/ExclusionAmt059994
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-94
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0342680
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03283258
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03132445
IRS990/TravelGrp/ProgramServicesAmt065484
IRS990/TravelGrp/TotalAmt065484
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03249572
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02989786
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $1M-$5M nonprofits