Civic Intelligence

Shwachman-Diamond Project Ltd

990EZ • Fiscal year 2018 • EIN 20-2591057

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileN/A
P O Box 820Sayville, NY 11782

(631) 567-1404

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

71st percentile

27%

Higher net margin than 71% of similar nonprofits.

2018 filings • NTEE G • <$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2018 filings • NTEE G • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2018 filings • NTEE G • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

23%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • NTEE G • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$365,740

Up $4,818 (+1.3%) from 2017

Net Assets

Up

$365,740

Up $4,818 (+1.3%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$18,171

Up $3,407 (+23%) from 2017

Expenses

Down

$13,353

Down $72,611 (-84%) from 2017

Net Income

Up

$4,818

Up $76,018 (+107%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$800K$600K$400K$200K$0Assets 2011: $677,232Liabilities 2011: $59,726Net Assets 2011: $617,5062011Assets 2012: $686,354Liabilities 2012: $6,853Net Assets 2012: $679,5012012Assets 2013: $662,384Liabilities 2013: $51,372Net Assets 2013: $611,0122013Assets 2014: $488,601Liabilities 2014: $5,000Net Assets 2014: $483,6012014Assets 2015: $484,877Liabilities 2015: $2,8102015Assets 2016: $435,991Liabilities 2016: $3,8692016Assets 2017: $360,922Net Assets 2017: $360,9222017Assets 2018: $365,740Net Assets 2018: $365,7402018

Highlighted filing

2018

Assets$365,740
Liabilities-
Net Assets$365,740
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $245,973Expenses 2011: $63,650Net Income 2011: $182,3232011Revenue 2012: $139,045Expenses 2012: $77,050Net Income 2012: $61,9952012Expenses 2013: $109,4382013Revenue 2014: $19,970Expenses 2014: $147,381Net Income 2014: -$127,4112014Revenue 2015: $126,986Expenses 2015: $128,520Net Income 2015: -$1,5342015Revenue 2016: $20,419Expenses 2016: $70,364Net Income 2016: -$49,9452016Revenue 2017: $14,764Expenses 2017: $85,964Net Income 2017: -$71,2002017Revenue 2018: $18,171Expenses 2018: $13,353Net Income 2018: $4,8182018

Highlighted filing

2018

Revenue$18,171
Expenses$13,353
Net Income$4,818
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.2
Gross Receipts
$20,793
Mission and Program Overview

Mission

To support ongoing research into bone marrow failure syndromes and pancreatic insufficiencies associated with shwachman-diamond syndrome and other related disorders.

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF THE PROJECT IS TO DEVELOP AND MAINTAIN A NORTH AMERICAN REGISTRY FOR SHWACHMAN DIAMOND PATIENTS.--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL KOLARChairperson-$0--
KRISTINE KOLARTreasurer-$0--
JENNIFER KOLARSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Running Race$19,463$19,463$2,622$16,841
Total Events$19,463$19,463$2,622$16,841
Filing and Contact Details

Filer

Filer Name
Shwachman-diamond Project Ltd
EIN
20-2591057
Address
P O BOX 820, SAYVILLE, NY 11782

Signing Officer

Name
Carol Kolar
Title
Chairperson
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
James F Warrick
Address
7665 West Pierce Drive, Talbott, TN 37877
Preparer
James F Warrick CPA
Phone
6315807600
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $250”

Other Assets.1005

“Accounts Receivable - Beginning $13747 Accounts Receivable - Ending $0”

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KRISTINE KOLAR
IRS990EZ/BooksInCareOfDetail/PhoneNum06315671404
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt097 BUDENOS
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAYVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011782
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0347175
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0365740
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04818
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0360922
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0365740
IRS990EZ/FundraisingGrossIncomeAmt019463
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013000
IRS990EZ/GrossReceiptsAmt020793
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01330
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0360922
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0365740
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0360922
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0365740
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL KOLAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTINE KOLAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER KOLAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013747
IRS990EZ/OtherExpensesTotalAmt0250
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT ONGOING RESEARCH INTO BONE MARROW FAILURE SYNDROMES AND PANCREATIC INSUFFICIENCIES ASSOCIATED WITH SHWACHMAN-DIAMOND SYNDROME AND OTHER RELATED DISORDERS.
IRS990EZ/PrintingPublicationsPostageAmt0103
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PURPOSE OF THE PROJECT IS TO DEVELOP AND MAINTAIN A NORTH AMERICAN REGISTRY FOR SHWACHMAN DIAMOND PATIENTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02622
IRS990EZ/SpecialEventsNetIncomeLossAmt016841
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013353
IRS990EZ/TotalRevenueAmt018171
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03823
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt03823
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03823
IRS990ScheduleA/Total509Grp/TotalAmt03823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03823
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03823
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02622
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm05K RUNNING RACE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019463
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016841
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02622
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Receivable - Beginning $13747 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1005
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carol Kolar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHWACHMAN-DIAMOND PROJECT LTD
ReturnHeader/Filer/BusinessNameControlTxt0SHWA
ReturnHeader/Filer/EIN0202591057
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 820
ReturnHeader/Filer/USAddress/CityNm0SAYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James F Warrick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07665 West Pierce Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Talbott
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037877
ReturnHeader/PreparerPersonGrp/PhoneNum06315807600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James F Warrick CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-14T07:06:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$365,740
Liabilities
-
Net assets
$365,740
Revenue
$18,171
Expenses
$13,353
Net income
$4,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$3.66$3.66$0.18$0.13$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$3.61$0.15$0.86$0.71
2016Summary only. Only limited summary data is available for this year.$4.36$0.04$0.20$0.70$0.50
2015Summary only. Only limited summary data is available for this year.$4.85$0.03$1.27$1.29$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.89$0.05$4.84$0.20$1.47$1.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.62$0.51$6.11$1.09
2012Summary only. Only limited summary data is available for this year.$6.86$0.07$6.80$1.39$0.77$0.62
2011Summary only. Only limited summary data is available for this year.$6.77$0.60$6.18$2.46$0.64$1.82