Civic Intelligence

Sarah Ward Foundation Inc

990PF • Fiscal year 2017 • EIN 13-4266138

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
7 Surrey RoadSummit, NJ 07901

(908) 273-7923

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

50%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$6,708,184

Up $685,829 (+11%) from 2016

Net Assets

Up

$6,701,410

Up $685,290 (+11%) from 2016

Liabilities

Up

$6,774

Up $539 (+8.6%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin18th percentile

Revenue

Up

$371,698

Up $123,411 (+50%) from 2016

Expenses

Up

$419,151

Up $57,684 (+16%) from 2016

Net Income

Up

-$47,453

Up $65,727 (+58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,841,982Liabilities 2011: $4,500Net Assets 2011: $4,837,4822011Assets 2012: $5,190,466Liabilities 2012: $34,500Net Assets 2012: $5,155,9662012Assets 2013: $6,164,161Liabilities 2013: $14,537Net Assets 2013: $6,149,6242013Assets 2014: $6,262,487Liabilities 2014: $204,5322014Assets 2015: $5,406,394Liabilities 2015: $4,500Net Assets 2015: $5,401,8942015Assets 2016: $6,022,355Liabilities 2016: $6,235Net Assets 2016: $6,016,1202016Assets 2017: $6,708,184Liabilities 2017: $6,774Net Assets 2017: $6,701,4102017Assets 2018: $5,556,472Liabilities 2018: $5,913Net Assets 2018: $5,550,5592018Assets 2019: $6,271,691Liabilities 2019: $4,500Net Assets 2019: $6,267,1912019Assets 2020: $6,397,079Liabilities 2020: $4,501Net Assets 2020: $6,392,5782020Assets 2021: $6,838,305Liabilities 2021: $4,500Net Assets 2021: $6,833,8052021Assets 2022: $6,215,544Liabilities 2022: $4,500Net Assets 2022: $6,211,0442022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2017

Assets$6,708,184
Liabilities$6,774
Net Assets$6,701,410
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $19,222Expenses 2011: $232,810Net Income 2011: -$213,5882011Revenue 2012: $370,348Expenses 2012: $51,864Net Income 2012: $318,4842012Revenue 2013: $474,721Expenses 2013: $66,055Net Income 2013: $408,6662013Revenue 2014: $258,193Expenses 2014: $426,480Net Income 2014: -$168,2872014Revenue 2015: $229,099Expenses 2015: $265,518Net Income 2015: -$36,4192015Revenue 2016: $248,287Expenses 2016: $361,467Net Income 2016: -$113,1802016Revenue 2017: $371,698Expenses 2017: $419,151Net Income 2017: -$47,4532017Revenue 2018: $440,450Expenses 2018: $545,391Net Income 2018: -$104,9412018Revenue 2019: $234,327Expenses 2019: $395,171Net Income 2019: -$160,8442019Revenue 2020: $196,232Expenses 2020: $242,780Net Income 2020: -$46,5482020Revenue 2021: $200,272Expenses 2021: $189,211Net Income 2021: $11,0612021Revenue 2022: $206,735Expenses 2022: $375,835Net Income 2022: -$169,1002022Revenue 2023: $287,946Expenses 2023: $6,581,883Net Income 2023: -$6,293,9372023

Highlighted filing

2017

Revenue$371,698
Expenses$419,151
Net Income-$47,453
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY GREIGTrustee-$0--
KATHLEEN YOUNGTtee & VP-$0--
SUSAN I BRITTTtee & Treas.-$0--
BARBARA WALDENTrustee-$0--
SUSAN K MULLINPres. & Trustee-$0--
DEBORAH LUPTONTrustee-$0--
BETSY BOOVATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sarah Ward Foundation Inc
EIN
13-4266138
Phone
9082737923
Address
7 SURREY ROAD, SUMMIT, NJ 07901

Signing Officer

Name
Susan I Britt
Title
Ttee & Treas.
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Leaf Miele Manganelli Fortunato & Engel
Address
310 PASSAIC AVE, FAIRFIELD, NJ 07004-2530
Preparer
Michael DeAngelis JRCPA
Phone
9738089500
Raw XML Appendix310 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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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07 Surrey Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Summit
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007901
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Susan Britt Treasurer
IRS990PF/StatementsRegardingActyGrp/PhoneNum09082737923
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0This Organization was formed to provide educational and social services support to needy children and their families particulary in Newark, NJ and its surrounding areas. Grants were made to not-for-profit organizations which will help fulfill this mission.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SUSAN I BRITT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09082737923
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt07 SURREY ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SUMMIT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd007901
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Grants only made to programs supporting needy children and their families.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None Exist
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PRESCHOOL - NEWARK & EAST ORANGE, NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SARAH WARD NURSEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt027 JAY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0350000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt085325
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0264675
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0313457
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0350000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0228132
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0264675
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0519
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0519
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administration Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Advisory Fees - Fidelity
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt153097
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2105
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt153097
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2105
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07550
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Non Taxable Distributions
TaxesSchedule/TaxesDetail/Amt06174
TaxesSchedule/TaxesDetail/Amt1640
TaxesSchedule/TaxesDetail/Amt256
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Miscellaneous
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0640
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt156
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN I BRITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TTEE & TREAS.
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARAH WARD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0134266138
ReturnHeader/Filer/PhoneNum09082737923
ReturnHeader/Filer/USAddress/AddressLine1Txt07 SURREY ROAD
ReturnHeader/Filer/USAddress/CityNm0SUMMIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223491267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEAF MIELE MANGANELLI FORTUNATO & ENGEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 PASSAIC AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070042530
ReturnHeader/PreparerPersonGrp/PhoneNum09738089500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael DeAngelis JRCPA
ReturnHeader/ReturnTs02018-05-11T12:48:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,708,184
Liabilities
$6,774
Net assets
$6,701,410
Revenue
$371,698
Expenses
$419,151
Net income
-$47,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.29$6.58$6.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.00$6.21$0.21$0.38$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.83$0.20$0.19$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$0.00$6.39$0.20$0.24$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.27$0.00$6.27$0.23$0.40$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.01$5.55$0.44$0.55$0.10
2017Detailed filing. Detailed filing data is available for this year.$6.71$0.01$6.70$0.37$0.42$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.02$0.01$6.02$0.25$0.36$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.41$0.00$5.40$0.23$0.27$0.04
2014Summary only. Only limited summary data is available for this year.$6.26$0.20$0.26$0.43$0.17
2013Detailed filing. Detailed filing data is available for this year.$6.16$0.01$6.15$0.47$0.07$0.41
2012Summary only. Only limited summary data is available for this year.$5.19$0.03$5.16$0.37$0.05$0.32
2011Summary only. Only limited summary data is available for this year.$4.84$0.00$4.84$0.02$0.23$0.21