Civic Intelligence

Ckw Charitable Foundation Inc

990EZ • Fiscal year 2017 • EIN 20-3296990

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 31, 2018

Organization Profilewww.ckw.com/foundation.html
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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

81st percentile

32%

Higher net margin than 81% of similar nonprofits.

2017 filings • NTEE E • <$500k nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2017 filings • NTEE E • <$500k nonprofits • Source year 2017

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2017 filings • NTEE E • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-7.5%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • NTEE E • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$44,749

Up $5,244 (+13%) from 2016

Net Assets

Up

$44,749

Up $5,244 (+13%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Down

$15,571

Down $1,268 (-7.5%) from 2016

Expenses

Down

$10,635

Down $5,865 (-36%) from 2016

Net Income

Up

$4,936

Up $4,597 (+1356%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2017

Assets$44,749
Liabilities-
Net Assets$44,749
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

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

2017

Revenue$15,571
Expenses$10,635
Net Income$4,936
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 31, 2018
Return Version
2017v2.2
Gross Receipts
$30,436
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.$10,500$10,500
Compensation and Service Providers
Top Officer Pay72nd percentile

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$27,840$27,840$1,738$26,102
Total Events$27,840$27,840$14,865$12,975
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
2018-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Caristia Kulsar & Wade LLC
Address
336 Sparta Ave, Sparta, NJ 07871
Preparer
David P Henderson CPA
Phone
9737298968
Supplemental Narrative

Additional Explanations

Client Note 1

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

Other Assets.1

“Organization Expenses - Beginning $308 Organization Expenses - Ending $308”

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09737298968
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sparta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007871
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039197
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0135
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0365
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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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/BOYAmt0308
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0308
IRS990EZ/OtherChangesInNetAssetsAmt0308
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/GrantsAndAllocationsAmt010500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014865
IRS990EZ/SpecialEventsNetIncomeLossAmt012975
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010635
IRS990EZ/TotalProgramServiceExpensesAmt010500
IRS990EZ/TotalRevenueAmt015571
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.ckw.com/foundation.html
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt035275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt029505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0124972
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0365
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03610
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04451
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011487
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012975
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt013080
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt08147
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05726
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07696
IRS990ScheduleA/OtherIncome170Grp/TotalAmt047624
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67890
IRS990ScheduleA/PublicSupportPY170Pct00.69050
IRS990ScheduleA/PublicSupportTotal170Amt0124972
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt035275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024786
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt029505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033175
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0124972
IRS990ScheduleA/TotalSupportAmt0184083
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01120
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01120
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014865
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04857
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04857
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027840
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012975
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02100
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02100
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01738
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01738
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05050
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - Part I Line 10 - No indivual recipients received assitance in excess of $5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Organization Expenses - Beginning $308 Organization Expenses - Ending $308
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Henderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
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/PreparerFirmGrp/PreparerFirmEIN0810584816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Caristia Kulsar & Wade LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0336 Sparta Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sparta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007871
ReturnHeader/PreparerPersonGrp/PhoneNum09737298968
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David P Henderson CPA
ReturnHeader/ReturnTs02018-10-31T08:25:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$44,749
Liabilities
-
Net assets
$44,749
Revenue
$15,571
Expenses
$10,635
Net income
$4,936
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
2017Detailed filing. Detailed filing data is available for this year.$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