Civic Intelligence

Nan Foundation

990EZ • Fiscal year 2018 • EIN 20-8712765

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 31, 2019

Organization ProfileN/A
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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

-2.9%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$84,127

Up $8,411 (+11%) from 2017

Net Assets

Up

$84,127

Up $8,411 (+11%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Down

$11,431

Down $344 (-2.9%) from 2017

Expenses

Down

$3,021

Down $3,857 (-56%) from 2017

Net Income

Up

$8,410

Up $3,513 (+72%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

2018

Assets$84,127
Liabilities-
Net Assets$84,127
Open 2018 Filing

Operations Trend

Revenue Growth43rd percentile

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

2018

Revenue$11,431
Expenses$3,021
Net Income$8,410
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 31, 2019
Return Version
2018v3.1
Gross Receipts
$20,388
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 RENT IN ORDER TO HELP OUT BRAIN CANCER VICTIM'S FAMILY$850$850
Compensation and Service Providers
Top Officer Pay76th percentile

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
2019-10-31

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 60 information technology 15 insurance 1,349 total 1,424”

Form 990-ez, Part III

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

Raw XML Appendix184 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/PersonNm0LISA SCHULTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum02153960627
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0350 CLAIR ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTHAMPTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018966
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075717
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084127
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02465
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08410
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0625
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075717
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084127
IRS990EZ/GamingGrossIncomeAmt017120
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0850
IRS990EZ/GrossReceiptsAmt020388
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0803
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075717
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084127
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075717
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084127
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA SCHULTZ
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/OtherExpensesTotalAmt01424
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/PrintingPublicationsPostageAmt0122
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAID RENT IN ORDER TO HELP OUT BRAIN CANCER VICTIM'S FAMILY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0850
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08957
IRS990EZ/SpecialEventsNetIncomeLossAmt08163
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03021
IRS990EZ/TotalProgramServiceExpensesAmt0850
IRS990EZ/TotalRevenueAmt011431
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0868
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07361
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0803
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt092
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0141
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0493
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023133
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020972
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0100994
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0803
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt092
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0141
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0493
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01548
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98590
IRS990ScheduleA/PublicSupportPY509Pct00.99300
IRS990ScheduleA/PublicSupportTotal509Amt0108355
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017949
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022567
IRS990ScheduleA/Total509Grp/TotalAmt0108355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt024746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022586
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0109903
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt08957
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt017120
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt017120
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt08163
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt08957
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt08957
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 60 INFORMATION TECHNOLOGY 15 INSURANCE 1,349 TOTAL 1,424
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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02153960627
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-31
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035D3879163D6E86CE39169CEF1932A0DEFAB2344
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId067230CC400BB23F1FE92A45E7CEEFAE9C7197272
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:08:48
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/PreparationDt02019-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J TOBIN JR CPA
ReturnHeader/ReturnTs02019-11-07T08:08:48-06:00
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
$84,127
Liabilities
-
Net assets
$84,127
Revenue
$11,431
Expenses
$3,021
Net income
$8,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$82.7$82.7$0.28$4.86$4.59
2020Detailed filing. Detailed filing data is available for this year.$87.3$87.3$1.17$3.89$2.73
2019Detailed filing. Detailed filing data is available for this year.$90.1$90.1$12.7$6.74$5.93
2018Detailed filing. Detailed filing data is available for this year.$84.1$84.1$11.4$3.02$8.41
2017Detailed filing. Detailed filing data is available for this year.$75.7$75.7$11.8$6.88$4.90
2016Detailed filing. Detailed filing data is available for this year.$70.8$0.00$70.8$8.71$10.8$2.10
2015Detailed filing. Detailed filing data is available for this year.$72.9$0.00$72.9$13.8$3.25$10.6
2014Detailed filing. Detailed filing data is available for this year.$62.4$0.00$62.4$13.0$17.4$4.40
2013Detailed filing. Detailed filing data is available for this year.$66.8$0.00$66.8$9.39$3.36$6.03
2012Summary only. Only limited summary data is available for this year.$60.7$0.00$60.7$16.2$5.55$10.7
2011Summary only. Only limited summary data is available for this year.$50.1$0.00$50.1$16.1$20.2$4.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.2$54.2$20.6$4.45$16.1