Civic Intelligence

Nan Foundation

990EZ • Fiscal year 2017 • EIN 20-8712765

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 10, 2018

350 Clair RoadSouthampton, PA 18966

(215) 396-0627

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

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

58th percentile

6.9%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$75,716

Up $4,897 (+6.9%) from 2016

Net Assets

Up

$75,716

Up $4,897 (+6.9%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$11,775

Up $3,064 (+35%) from 2016

Expenses

Down

$6,878

Down $3,933 (-36%) from 2016

Net Income

Up

$4,897

Up $6,997 (+333%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $54,180Net Assets 2010: $54,1802010Assets 2011: $50,066Liabilities 2011: $0Net Assets 2011: $50,0662011Assets 2012: $60,722Liabilities 2012: $0Net Assets 2012: $60,7222012Assets 2013: $66,753Liabilities 2013: $0Net Assets 2013: $66,7532013Assets 2014: $62,354Liabilities 2014: $0Net Assets 2014: $62,3542014Assets 2015: $72,919Liabilities 2015: $0Net Assets 2015: $72,9192015Assets 2016: $70,819Liabilities 2016: $0Net Assets 2016: $70,8192016Assets 2017: $75,716Net Assets 2017: $75,7162017Assets 2018: $84,127Net Assets 2018: $84,1272018Assets 2019: $90,056Net Assets 2019: $90,0562019Assets 2020: $87,329Net Assets 2020: $87,3292020Assets 2021: $82,742Net Assets 2021: $82,7422021

Highlighted filing

2017

Assets$75,716
Liabilities-
Net Assets$75,716

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2010: $20,552Expenses 2010: $4,452Net Income 2010: $16,1002010Revenue 2011: $16,089Expenses 2011: $20,203Net Income 2011: -$4,1142011Revenue 2012: $16,204Expenses 2012: $5,548Net Income 2012: $10,6562012Revenue 2013: $9,388Expenses 2013: $3,357Net Income 2013: $6,0312013Revenue 2014: $12,959Expenses 2014: $17,358Net Income 2014: -$4,3992014Revenue 2015: $13,819Expenses 2015: $3,254Net Income 2015: $10,5652015Revenue 2016: $8,711Expenses 2016: $10,811Net Income 2016: -$2,1002016Revenue 2017: $11,775Expenses 2017: $6,878Net Income 2017: $4,8972017Revenue 2018: $11,431Expenses 2018: $3,021Net Income 2018: $8,4102018Revenue 2019: $12,668Expenses 2019: $6,740Net Income 2019: $5,9282019Revenue 2020: $1,165Expenses 2020: $3,892Net Income 2020: -$2,7272020Revenue 2021: $277Expenses 2021: $4,864Net Income 2021: -$4,5872021

Highlighted filing

2017

Revenue$11,775
Expenses$6,878
Net Income$4,897
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 10, 2018
Return Version
2017v2.3
Gross Receipts
$24,093
Mission and Program Overview

Mission

Provide any financial support needed for families suffering due to having a family member with brain cancer.

Program Services

DescriptionGrantsExpenses
PAID REAL ESTATE TAXES IN ORDER TO HELP OUT BRAIN CANCER VICTIM'S FAMILY$1,528$1,528
PAID UTILITY BILLS FOR 5 MONTHS IN ORDER TO HELP OUT BRAIN CANCER VICTIM'S FAMILY$1,333$1,333
PAID MORTGAGE FOR 2 MONTHS IN ORDER TO HELP OUT BRAIN CANCER VICTIM'S FAMILY$1,208$1,208
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA SCHULTZPresident-$0--
SUSAN YOUNGSecretary-$0--
CHRISTINA CONNELLYVice Preside-$0--
PAULA ZIMMERMANDirector-$0--
STEPHEN J SLIWKATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Nan Foundation
EIN
20-8712765
Phone
2153960627
Address
350 CLAIR ROAD, SOUTHAMPTON, PA 18966

Signing Officer

Name
Lisa Schultz
Title
President
Phone
2153960627
Signed
2018-11-10

Preparer

Firm
William J Tobin Jr CPA LLC
Address
621 STREET ROAD, SOUTHAMPTON, PA 18966
Preparer
William J Tobin Jr CPA
Phone
2153648474
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 80 information technology 473 insurance 1,500 total 2,053

Form 990-ez, Part III

Provide any financial support needed for families suffering due to having a family member with brain cancer.

Raw XML Appendix193 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/PhoneNum02153960627
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTHAMPTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018966
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070819
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINA CONNELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAULA ZIMMERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHEN J SLIWKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02053
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ANY FINANCIAL SUPPORT NEEDED FOR FAMILIES SUFFERING DUE TO HAVING A FAMILY MEMBER WITH BRAIN CANCER.
IRS990EZ/PrintingPublicationsPostageAmt0161
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAID REAL ESTATE TAXES IN ORDER TO HELP OUT BRAIN CANCER VICTIM'S FAMILY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PAID MORTGAGE FOR 2 MONTHS IN ORDER TO HELP OUT BRAIN CANCER VICTIM'S FAMILY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PAID UTILITY BILLS FOR 5 MONTHS IN ORDER TO HELP OUT BRAIN CANCER VICTIM'S FAMILY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01528
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11208
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21333
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01528
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11208
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21333
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09735
IRS990EZ/SpecialEventsNetIncomeLossAmt06990
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06878
IRS990EZ/TotalProgramServiceExpensesAmt04069
IRS990EZ/TotalRevenueAmt011775
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0868
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05858
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt092
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0141
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0493
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0768
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023133
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020972
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0102888
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt092
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0493
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0768
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99300
IRS990ScheduleA/PublicSupportPY509Pct00.99380
IRS990ScheduleA/PublicSupportTotal509Amt0108746
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024001
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt024253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022567
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019999
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0109514
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt09735
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt016725
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt016725
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt06990
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt09735
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt09735
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0LISA SCHULTZ
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0350 CLAIR ROAD
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0SOUTHAMPTON
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0PA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd018966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 80 INFORMATION TECHNOLOGY 473 INSURANCE 1,500 TOTAL 2,053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE ANY FINANCIAL SUPPORT NEEDED FOR FAMILIES SUFFERING DUE TO HAVING A FAMILY MEMBER WITH BRAIN CANCER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02153960627
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NANF
ReturnHeader/Filer/EIN0208712765
ReturnHeader/Filer/PhoneNum02153960627
ReturnHeader/Filer/USAddress/AddressLine1Txt0350 CLAIR ROAD
ReturnHeader/Filer/USAddress/CityNm0SOUTHAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018966
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:33:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271148411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM J TOBIN JR CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0621 STREET ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018966
ReturnHeader/PreparerPersonGrp/PhoneNum02153648474
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J TOBIN JR CPA
ReturnHeader/ReturnTs02018-11-09T11:33:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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