Civic Intelligence

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

990 • Fiscal year 2022 • EIN 13-3634653

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 28, 2024

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

(646) 774-8971

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

47th percentile

0.07x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

8th percentile

-19%

Faster asset growth than 8% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-33%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,623,054

Down $856,166 (-19%) from 2021

Net Assets

Down

$3,597,248

Down $661,962 (-16%) from 2021

Liabilities

Down

$25,806

Down $194,204 (-88%) from 2021

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin60th percentile

Revenue

Down

$378,601

Down $185,185 (-33%) from 2021

Expenses

Up

$332,239

Up $125,327 (+61%) from 2021

Net Income

Down

$46,362

Down $310,512 (-87%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2022

Assets$3,623,054
Liabilities$25,806
Net Assets$3,597,248
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

2022

Revenue$378,601
Expenses$332,239
Net Income$46,362
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 28, 2024
Return Version
2022v5.0
Gross Receipts
$2,842,187
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$4,141,976$3,285,770▼ $856,206
Pledges and Grants Receivable$100,000$200,000▲ $100,000
Savings and Temporary Cash Investments$203,584$99,503▼ $104,081
Cash and Non-Interest-Bearing Accounts$23,660$27,781▲ $4,121
Prepaid Expenses and Deferred Charges$10,000$10,000→ $0
Total Assets$4,479,220$3,623,054▼ $856,166
Liabilities
Accounts Payable and Accrued Expenses$220,010$25,806▼ $194,204
Total Liabilities$220,010$25,806▼ $194,204
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,259,210$3,597,248▼ $661,962
Total Net Assets Fund Balance$4,259,210$3,597,248▼ $661,962
Total Liabilities and Net Assets / Fund Balance$4,479,220$3,623,054▼ $856,166
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Philip WhartonChairman
C David AndersonBoard Member
Catherine Monk PhdBoard Member
Chase WellesBoard Member
Dr Ralph WhartonBoard 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 Peter Shapiro MdSecretary
Stanley Leon GilbertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$275,566
Program Service Revenue
$0
Investment Income
$103,035
Other Revenue
$0
All Other Contributions
$275,566
Change in Net Assets
$46,362
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$179,700
Other Expenses$136,463
Salaries, Compensation, and Employee Benefits$16,076
Total Fundraising Expense$9,962
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$159,200--$159,200
Travel$61,086--$61,086
Fees for Services Other$50,000--$50,000
Grants to Domestic Individuals$20,500--$20,500
Other Salaries and Wages$2,880$8,640$2,880$14,400
Information Technology$3,008$2,005$5,014$10,027
Fees for Services Accounting-$5,650-$5,650
Conferences and Meetings$1,000$2,716-$3,716
Office Expenses$569$1,707$569$2,845
Payroll Taxes$335$1,006$335$1,676
Advertising$627--$627
Insurance$114$343$114$571
Other Expenses$389$100$1,050$389
Total Functional Expenses$300,110$22,167$9,962$332,239
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Trustees of Columbia UniversityNew York, NY-Research Assistance$159,200
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 chair son 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
2024-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip Wharton
Formed
1991
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
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, Page 1, Item B

“Accountant's independent review of 12/31/22 financial statements is finalized. All changes reflected in amended filing.”

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 50,000 0 0”

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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/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
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IRS990/PrincipalOfficerNm0PHILIP WHARTON
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IRS990/PYTotalRevenueAmt0563786
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0160000
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0357280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0375714
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0707124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0282780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01998464
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt064707
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt038552
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt040762
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt062563
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt058316
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0264900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt022000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt064707
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038552
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt040762
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt062563
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt058316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0264900
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IRS990ScheduleA/InvestmentIncomePYPct00.09000
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IRS990ScheduleA/PublicSupportCY509Pct00.63640
IRS990ScheduleA/PublicSupportPY509Pct00.70830
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0282780
IRS990ScheduleA/Total509Grp/TotalAmt02020464
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0395832
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0416476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0791687
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0341096
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02285364
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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
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/RecipientTable/CashGrantAmt0159200
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
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACCOUNTANT'S INDEPENDENT REVIEW OF 12/31/22 FINANCIAL STATEMENTS IS FINALIZED. ALL CHANGES REFLECTED IN AMENDED FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NATHANIEL 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/ExplanationTxt2PHILIP WHARTON CHAIR SON OF DR. RALPH WHARTON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A 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/ExplanationTxt4THE ORGANIZATION REVIEWS ITS CONFLICT OF INTEREST STATEMENTS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONSULTANT 50,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt04479220
IRS990/TotalAssetsGrp/EOYAmt03623054
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0275566
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09962

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,623,054
Liabilities
$25,806
Net assets
$3,597,248
Revenue
$378,601
Expenses
$332,239
Net income
$46,362
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