Civic Intelligence

Ckw Charitable Foundation Inc

990EZ • Fiscal year 2018 • EIN 20-3296990

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

95th percentile

86%

Higher net margin than 95% of similar nonprofits.

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

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.

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

Asset Growth

94th percentile

183%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

97th percentile

626%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$126,834

Flat from 2018

Net Assets

$126,834

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Flat

$113,008

Flat from 2018

Expenses

Flat

$16,144

Flat from 2018

Net Income

Flat

$96,864

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth94th 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: $126,834Net Assets 2018: $126,8342018Assets 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

2018

Assets$126,834
Liabilities-
Net Assets$126,834
Open 2018 Filing

Operations Trend

Revenue Growth97th 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 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

2018

Revenue$113,008
Expenses$16,144
Net Income$96,864
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$127,597
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.$16,000$16,000
Compensation and Service Providers
Top Officer Pay73rd 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$22,025$22,025$2,339$19,686
Total Events$22,025$22,025$14,589$7,436
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
2019-11-11
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 Appendix167 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/BOYAmt044441
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IRS990EZ/ExcessOrDeficitForYearAmt096864
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0144
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01569
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044749
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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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/OtherChangesInNetAssetsAmt0-14779
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/GrantsAndAllocationsAmt016000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014589
IRS990EZ/SpecialEventsNetIncomeLossAmt07436
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016144
IRS990EZ/TotalProgramServiceExpensesAmt016000
IRS990EZ/TotalRevenueAmt0113008
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.ckw.com/foundation.html
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0104003
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt035275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt029505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0195800
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01569
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0365
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03610
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08605
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07436
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt012975
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt013080
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt08147
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05726
IRS990ScheduleA/OtherIncome170Grp/TotalAmt047364
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40050
IRS990ScheduleA/PublicSupportPY170Pct00.67890
IRS990ScheduleA/PublicSupportTotal170Amt0100835
IRS990ScheduleA/SubstantialContributorsTotAmt094965
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0104003
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt035275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024786
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt029505
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0195800
IRS990ScheduleA/TotalSupportAmt0251769
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01050
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01050
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014589
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03725
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022025
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07436
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03309
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03309
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02339
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02339
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04166
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04166
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Henderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
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/ReturnTs02019-11-11T12:17:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
$126,834
Liabilities
-
Net assets
$126,834
Revenue
$113,008
Expenses
$16,144
Net income
$96,864
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
2018Detailed filing. Detailed filing data is available for this year.$1.27$1.27$1.13$0.16$0.97
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