Liabilities / Assets
79th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 20-3296990 • 501(c)3 • Sparta, NJ
Profile
To raise funds for the charitable needs of individuals living in Sussex and Morris counties New Jersey. The Foundation strives to enhance the lives of children and families whose charitable needs are not being met by other sources. The Foundations donations will be focused on health, safety, and other emergent charitable needs.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
79th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
81st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
3rd percentile
Higher net margin than 3% of similar nonprofits.
Top Officer Pay
96th percentile
Higher top officer pay than 96% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
50th percentile
Faster asset growth than 50% of similar nonprofits.
Revenue Growth
69th percentile
Faster revenue growth than 69% of similar nonprofits.
Assets
Up$131,324
Up $11,734 (+9.8%) from 2022
Liabilities
Flat$0
Flat from 2022
Net Assets
Up$131,324
Up $11,734 (+9.8%) from 2022
Revenue
Up$1,163
Up $297 (+34%) from 2022
Expenses
Up$7,379
Up $3,231 (+78%) from 2022
Net Income
Down-$6,216
Down $2,934 (-89%) from 2022
Most recent year
2023 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.
To raise funds for the charitable needs of individuals living in Sussex and Morris counties New Jersey. The Foundation strives to enhance the lives of children and families whose charitable needs are not being met by other sources. The Foundations donations will be focused on health, safety, and other emergent charitable needs.
| Description | Grants | Expenses |
|---|---|---|
| IMPROVING THE LIVES OF FAMILIES AND CHILDREN WITH CHARITABLE NEEDS. | $3,500 | $4,148 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOSEPH REED | President | - | $0 | - | - |
| JAMES CARISTIA | Vice President | - | $0 | - | - |
| DAVID HENDERSON | Treasurer | - | $0 | - | - |
| WILLIAM CURCIO | Trustee | - | $0 | - | - |
“Description: dividend income. Amount: 581.”
“Activity classification: scholarship award. Grantee name: lauren ambrosino. Amount given: 3,500.”
“Description: bank service charges. Amount: 363. Description: insurance. Amount: 254. Description: licenses and permits. Amount: 31. Total to form 990-ez, line 16: 648.”
“Description: unrealized gain on investment. Amount: -36,157.”
“No individual amounts in excess of $5,000”
“Description: organization expenses. Beg. Of year amount: 308. End of year amount: 308.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | DAVID P HENDERSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9737298968 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 336 SPARTA AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SPARTA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 07871 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 158721 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 119282 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 285 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3282 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 159029 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 119590 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 3500 |
| IRS990EZ/GrossReceiptsAmt | 0 | 866 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 581 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 159029 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 119590 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 159029 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 119590 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOSEPH REED |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JAMES CARISTIA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DAVID HENDERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | WILLIAM CURCIO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 308 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 308 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -36157 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 648 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO RAISE FUNDS FOR THE CHARITABLE NEEDS OF INDIVIDUALS LIVING IN SUSSEX AND MORRIS COUNTIES NEW JERSEY. THE FOUNDATION STRIVES TO ENHANCE THE LIVES OF CHILDREN AND FAMILIES WHOSE CHARITABLE NEEDS ARE NOT BEING MET BY OTHER SOURCES. THE FOUNDATIONS DONATIONS WILL BE FOCUSED ON HEALTH, SAFETY, AND OTHER EMERGENT CHARITABLE NEEDS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | IMPROVING THE LIVES OF FAMILIES AND CHILDREN WITH CHARITABLE NEEDS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 3500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 4148 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | NJ |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 4148 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 4148 |
| IRS990EZ/TotalRevenueAmt | 0 | 866 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CKW.COM/FOUNDATION.HTML |
| IRS990ScheduleA/FactsAndCircumstancesTestTxt | 0 | PURSUANT TO REG 1.170A-9(E)(3) THE ORGANIZATION MEETS THE FACTS AND CIRCUMSTANCES TEST HAVING PUBLIC SUPPORT IN EXCESS OF 10% FOR ITS LAST TWO FISCAL YEARS, THE ORGANIZATION'S SUPPORT IN ALL YEARS PRIOR TO COVID WAS FROM ANNUAL PUBLIC FUNDRAISING EVENTS, ITS ABILITY TO CONDUCT THESE EVENTS WAS SEVERELY IMPACTED BY COVID, AND THE ORGANIZATION HAS HAD SINCE ITS INCEPTION IN 2005 AND CONTINUES TO HAVE A PLAN OF COMMUNITY SUPPORT. |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 285 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 41 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1529 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1549 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 111439 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 114843 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 581 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 635 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 622 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1113 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1569 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 4520 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.14430 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.24200 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 17230 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 97613 |
| IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 285 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 41 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1529 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1549 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 111439 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 114843 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 119363 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: DIVIDEND INCOME. AMOUNT: 581. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: SCHOLARSHIP AWARD. GRANTEE NAME: LAUREN AMBROSINO. AMOUNT GIVEN: 3,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 363. DESCRIPTION: INSURANCE. AMOUNT: 254. DESCRIPTION: LICENSES AND PERMITS. AMOUNT: 31. TOTAL TO FORM 990-EZ, LINE 16: 648. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: -36,157. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | NO INDIVIDUAL AMOUNTS IN EXCESS OF $5,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: ORGANIZATION EXPENSES. BEG. OF YEAR AMOUNT: 308. END OF YEAR AMOUNT: 308. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | 990-EX PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVID HENDERSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9737298968 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CARISTIA KULSAR & WADE CHARITABLE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CARI |
| ReturnHeader/Filer/EIN | 0 | 203296990 |
| ReturnHeader/Filer/PhoneNum | 0 | 9737298968 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 336 SPARTA AVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SPARTA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NJ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 07871 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 810584816 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CKW ADVISORS LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 336 SPARTA AVENUE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SPARTA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NJ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 07871 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9737298968 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-11-17 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID P HENDERSON CPA |
| ReturnHeader/ReturnTs | 0 | 2023-11-17T10:29:55-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | DAVID |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HENDERSON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
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