Civic Intelligence

Ckw Charitable Foundation Inc

990EZ • Fiscal year 2016 • EIN 20-3296990

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

336 Sparta AveSparta, NJ 07871

(973) 729-8968

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

44th percentile

2.0%

Higher net margin than 44% of similar nonprofits.

2016 filings • NTEE E • <$500k nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2016 filings • NTEE E • <$500k nonprofits • Source year 2016

Asset Growth

49th percentile

0.9%

Faster asset growth than 49% of similar nonprofits.

2016 filings • NTEE E • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • NTEE E • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$39,505

Up $339 (+0.9%) from 2015

Net Assets

Up

$39,505

Up $339 (+0.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$16,839

Up $8,725 (+108%) from 2015

Expenses

Up

$16,500

Up $5,264 (+47%) from 2015

Net Income

Up

$339

Up $3,461 (+111%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $80,518Net Assets 2010: $80,5182010Assets 2011: $140,060Net Assets 2011: $140,0602011Assets 2012: $145,488Net Assets 2012: $145,4882012Assets 2013: $141,870Net Assets 2013: $141,8702013Assets 2014: $134,501Net Assets 2014: $134,5012014Assets 2015: $39,166Net Assets 2015: $39,1662015Assets 2016: $39,505Net Assets 2016: $39,5052016Assets 2017: $44,749Net Assets 2017: $44,7492017Assets 2018: $126,834Liabilities 2018: $02018Assets 2019: $143,727Net Assets 2019: $143,7272019Assets 2020: $150,696Liabilities 2020: $02020Assets 2021: $159,029Liabilities 2021: $02021Assets 2022: $119,590Liabilities 2022: $0Net Assets 2022: $119,5902022Assets 2023: $131,324Liabilities 2023: $0Net Assets 2023: $131,3242023

Highlighted filing

2016

Assets$39,505
Liabilities-
Net Assets$39,505

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $21,684Expenses 2010: $13,500Net Income 2010: $8,1842010Revenue 2011: $70,342Expenses 2011: $10,800Net Income 2011: $59,5422011Revenue 2012: $13,178Expenses 2012: $7,750Net Income 2012: $5,4282012Revenue 2013: $14,882Expenses 2013: $18,500Net Income 2013: -$3,6182013Revenue 2014: $11,131Expenses 2014: $18,500Net Income 2014: -$7,3692014Revenue 2015: $8,114Expenses 2015: $11,236Net Income 2015: -$3,1222015Revenue 2016: $16,839Expenses 2016: $16,500Net Income 2016: $3392016Revenue 2017: $15,571Expenses 2017: $10,635Net Income 2017: $4,9362017Revenue 2018: $113,008Expenses 2018: $16,144Net Income 2018: $96,8642018Revenue 2019: $2,662Expenses 2019: $7,348Net Income 2019: -$4,6862019Revenue 2020: $2,152Expenses 2020: $9,508Net Income 2020: -$7,3562020Revenue 2021: $676Expenses 2021: $8,991Net Income 2021: -$8,3152021Revenue 2022: $866Expenses 2022: $4,148Net Income 2022: -$3,2822022Revenue 2023: $1,163Expenses 2023: $7,379Net Income 2023: -$6,2162023

Highlighted filing

2016

Revenue$16,839
Expenses$16,500
Net Income$339
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$35,275
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
Improving the lives of families and children with charitable needs.$16,500$16,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph ReedPresident-$0--
James CaristiaVice President-$0--
David HendersonTreasurer-$0--
William CurcioTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$31,515$31,515$4,931$26,584
Total Events$31,515$31,515$18,436$13,079
Filing and Contact Details

Filer

Filer Name
Caristia Kulsar & Wade Charitable
EIN
20-3296990
Phone
9737298968
Address
336 Sparta Ave, Sparta, NJ 07871

Signing Officer

Name
David Henderson
Title
Treasurer
Signed
2017-11-08
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - Part I Line 10 - No indivual recipients received assitance in excess of $5,000

Grants and Similar Amounts Paid In Excess of $5,000.20

Class of Activity: Assit for medical costs | Donee's Name: Adam & Devon Carbery | Relationship of Donee: N/A | Cash Amount Given: $5500

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $2400 Prepaid Expenses and Deferred Charges - Ending $0

Other Assets.1

Organization Expenses - Beginning $308 Organization Expenses - Ending $308

Raw XML Appendix158 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/PersonNm0David P Henderson
IRS990EZ/BooksInCareOfDetail/PhoneNum09737298968
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0336 Sparta Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sparta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007871
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036458
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039197
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03760
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0339
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039166
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039505
IRS990EZ/FundraisingGrossIncomeAmt031515
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016500
IRS990EZ/GrossReceiptsAmt035275
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039166
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039505
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039166
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039505
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joseph Reed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James Caristia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Henderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3William Curcio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02708
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0308
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To 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/DescriptionProgramSrvcAccomTxt0Improving the lives of families and children with charitable needs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018436
IRS990EZ/SpecialEventsNetIncomeLossAmt013079
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016500
IRS990EZ/TotalProgramServiceExpensesAmt016500
IRS990EZ/TotalRevenueAmt016839
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.ckw.com/foundation.html
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt029505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt033175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0125421
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03610
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04451
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04852
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015974
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt013080
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt08147
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt05726
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt07696
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05596
IRS990ScheduleA/OtherIncome170Grp/TotalAmt040245
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69050
IRS990ScheduleA/PublicSupportPY170Pct00.69660
IRS990ScheduleA/PublicSupportTotal170Amt0125421
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt024786
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt029505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt033175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02680
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0125421
IRS990ScheduleA/TotalSupportAmt0181640
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01267
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01267
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018436
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05300
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031515
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013079
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04931
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04931
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06938
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - Part I Line 10 - No indivual recipients received assitance in excess of $5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Assit for medical costs | Donee's Name: Adam & Devon Carbery | Relationship of Donee: N/A | Cash Amount Given: $5500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prepaid Expenses and Deferred Charges - Beginning $2400 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Organization Expenses - Beginning $308 Organization Expenses - Ending $308
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David Henderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Caristia Kulsar & Wade Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CARI
ReturnHeader/Filer/EIN0203296990
ReturnHeader/Filer/PhoneNum09737298968
ReturnHeader/Filer/USAddress/AddressLine1Txt0336 Sparta Ave
ReturnHeader/Filer/USAddress/CityNm0Sparta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007871
ReturnHeader/ReturnTs02017-11-08T12:50:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.01$0.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.01$0.04$0.03
2021Summary only. Only limited summary data is available for this year.$1.59$0.00$0.01$0.09$0.08
2020Summary only. Only limited summary data is available for this year.$1.51$0.00$0.02$0.10$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$1.44$0.03$0.07$0.05
2018Summary only. Only limited summary data is available for this year.$1.27$0.00$1.13$0.16$0.97
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.45$0.16$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.17$0.17$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.08$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.11$0.19$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.15$0.19$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$1.45$0.13$0.08$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$1.40$0.70$0.11$0.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.81$0.22$0.14$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • NTEE E12 • <$500k nonprofits