Civic Intelligence

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

990 • Fiscal year 2023 • EIN 13-3634653

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 02, 2024

Organization ProfileTHEWHARTONFUND.ORG
630 West 168th Street Box 172New York, NY 10032-3784

(646) 774-8971

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$4,308,714

Up $685,660 (+19%) from 2022

Net Assets

Up

$4,275,529

Up $678,281 (+19%) from 2022

Liabilities

Up

$33,185

Up $7,379 (+29%) from 2022

Revenue And Expenses

Revenue

Down

$296,586

Down $82,015 (-22%) from 2022

Expenses

Down

$274,989

Down $57,250 (-17%) from 2022

Net Income

Down

$21,597

Down $24,765 (-53%) from 2022

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: $4,308,714Liabilities 2023: $33,185Net Assets 2023: $4,275,5292023Assets 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

2023

Assets$4,308,714
Liabilities$33,185
Net Assets$4,275,529
Open 2023 Filing

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: $274,989Net Income 2023: $21,5972023Revenue 2023: $296,586Expenses 2023: $262,489Net Income 2023: $34,0972023Revenue 2024: $447,360Expenses 2024: $392,157Net Income 2024: $55,2032024

Highlighted filing

2023

Revenue$296,586
Expenses$274,989
Net Income$21,597
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 2, 2024
Return Version
2023v5.0
Gross Receipts
$1,200,984
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$3,285,770$4,137,117▲ $851,347
Pledges and Grants Receivable$200,000$120,900▼ $79,100
Savings and Temporary Cash Investments$99,503$32,579▼ $66,924
Cash and Non-Interest-Bearing Accounts$27,781$18,118▼ $9,663
Prepaid Expenses and Deferred Charges$10,000--
Total Assets$3,623,054$4,308,714▲ $685,660
Liabilities
Accounts Payable and Accrued Expenses$25,806$33,185▲ $7,379
Total Liabilities$25,806$33,185▲ $7,379
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,597,248$4,275,529▲ $678,281
Total Net Assets Fund Balance$3,597,248$4,275,529▲ $678,281
Total Liabilities and Net Assets / Fund Balance$3,623,054$4,308,714▲ $685,660
Compensation and Service Providers

Board Members and Trustees

NameTitle
Philip WhartonChairman
C David AndersonBoard Member
Catherine Monk PhdBoard Member
Chase WellesBoard Member
Janet K RodgersBoard Member
Joanna GreenBoard Member
Linda BicksBoard Member
Marcia SteinBoard Member
Rebecca WhartonBoard Member
Richard P Sloan PhdBoard Member
Robert MayneBoard Member
Dr Ralph WhartonExecutive Di
Dr Peter Shapiro MdSecretary
Stanley Leon GilbertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$245,456
Program Service Revenue
$0
Investment Income
$55,737
Other Revenue
$-4,607
All Other Contributions
$245,456
Change in Net Assets
$21,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$201,728
Grants and Similar Amounts Paid$57,500
Total Fundraising Expense$17,470
Salaries, Compensation, and Employee Benefits$15,761
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$99,288--$99,288
Fees for Services Other$62,500--$62,500
Grants to Domestic Orgs$30,000--$30,000
Grants to Domestic Individuals$27,500--$27,500
Other Salaries and Wages$2,880$8,640$2,880$14,400
Information Technology$3,719$2,480$6,199$12,398
Office Expenses$1,872$5,615$2,432$9,919
Fees for Services Accounting-$7,000-$7,000
Occupancy--$3,100$3,100
Payroll Taxes$272$817$272$1,361
Other Expenses$992$182$1,225$992
Insurance$40$119$40$199
Total Functional Expenses$232,666$24,853$17,470$274,989
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Trustees of Columbia UniversityNew York, NY-Research Assistance$30,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$22,607
Fundraising Gross Income$18,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Dinner$18,000$18,000-$18,000
Total Events$18,000$18,000$22,607$-4,607
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 chairman exec direct son of dr. Ralph wharton rebecca wharton dr. Ralph wharton board member exec direct 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
Philip Wharton
Title
Chairman
Phone
6467748971
Signed
2024-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip Wharton
Formed
1991
Legal Domicile
Ny
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
14

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 62,500 0 0”

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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05615
IRS990/OfficeExpensesGrp/ProgramServicesAmt01872
IRS990/OfficeExpensesGrp/TotalAmt09919
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1BANK AND CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt01322
IRS990/OtherExpensesGrp/FundraisingAmt11225
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0182
IRS990/OtherExpensesGrp/ProgramServicesAmt03603
IRS990/OtherExpensesGrp/ProgramServicesAmt1992
IRS990/OtherExpensesGrp/TotalAmt03603
IRS990/OtherExpensesGrp/TotalAmt11504
IRS990/OtherExpensesGrp/TotalAmt21225
IRS990/OtherExpensesGrp/TotalAmt3992
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02880
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08640
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02880
IRS990/OtherSalariesAndWagesGrp/TotalAmt014400
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0272
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0817
IRS990/PayrollTaxesGrp/ProgramServicesAmt0272
IRS990/PayrollTaxesGrp/TotalAmt01361
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0200000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0120900
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010000
IRS990/PrincipalOfficerNm0PHILIP WHARTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0275566
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0179700
IRS990/PYInvestmentIncomeAmt0103035
IRS990/PYOtherExpensesAmt0136463
IRS990/PYRevenuesLessExpensesAmt046362
IRS990/PYSalariesCompEmpBnftPaidAmt016076
IRS990/PYTotalExpensesAmt0332239
IRS990/PYTotalRevenueAmt0378601
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt021597
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt099503
IRS990/SavingsAndTempCashInvstGrp/EOYAmt032579
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0151858
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0135000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0116000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0130000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0557858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0245456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0275566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0357280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0375714
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0707124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01961140
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt099845
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt064707
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt038552
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt040762
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt062563
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0306429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt040000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt099845
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt064707
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt038552
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt040762
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt062563
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0306429
IRS990ScheduleA/InvestmentIncomeCYPct00.13000
IRS990ScheduleA/InvestmentIncomePYPct00.12000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.62550
IRS990ScheduleA/PublicSupportPY509Pct00.63640
IRS990ScheduleA/PublicSupportTotal509Amt01443282
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0151858
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0135000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0116000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0130000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0557858
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0263456
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0275566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0357280
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0375714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0729124
IRS990ScheduleA/Total509Grp/TotalAmt02001140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0363301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0340273
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0395832
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0416476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0791687
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02307569
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022607
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4607
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt022607
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt022607
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE TRUSTEES OF COLUMBIA UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0135598093
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0630 WEST 168TH STREET 4TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010032
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
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 CHAIRMAN EXEC DIRECT SON OF DR. RALPH WHARTON REBECCA WHARTON DR. RALPH WHARTON BOARD MEMBER EXEC DIRECT 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 62,500 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,308,714
Liabilities
$33,185
Net assets
$4,275,529
Revenue
$296,586
Expenses
$274,989
Net income
$21,597
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
2023Detailed filing. Detailed filing data is available for this year.$4.31$0.03$4.28$0.30$0.27$0.02
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