Civic Intelligence

Naida S Wharton Foundation

990T • Fiscal year 2020 • EIN 22-3692830

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization Profile
CO Nksfb 400 Garden City Plz No 5Garden City, NY 11530

(631) 753-6300

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,893,937Liabilities 2011: $0Net Assets 2011: $4,893,9372011Assets 2012: $7,416,781Liabilities 2012: $0Net Assets 2012: $7,416,7812012Assets 2013: $7,103,660Liabilities 2013: $0Net Assets 2013: $7,103,6602013Assets 2014: $7,998,214Liabilities 2014: $0Net Assets 2014: $7,998,2142014Assets 2015: $7,599,360Liabilities 2015: $0Net Assets 2015: $7,599,3602015Assets 2016: $7,170,028Liabilities 2016: $0Net Assets 2016: $7,170,0282016Assets 2017: $7,267,207Liabilities 2017: $0Net Assets 2017: $7,267,2072017Assets 2018: $6,662,741Liabilities 2018: $0Net Assets 2018: $6,662,7412018Assets 2019: $6,781,850Liabilities 2019: $0Net Assets 2019: $6,781,8502019Assets 2020: $6,648,888Liabilities 2020: $0Net Assets 2020: $6,648,8882020Assets 2021: $6,742,974Liabilities 2021: $0Net Assets 2021: $6,742,9742021Assets 2022: $5,811,698Liabilities 2022: $0Net Assets 2022: $5,811,6982022Assets 2023: $6,484,273Liabilities 2023: $0Net Assets 2023: $6,484,2732023Assets 2024: $7,301,877Liabilities 2024: $0Net Assets 2024: $7,301,8772024

Latest loaded filing

2024

Assets$7,301,877
Liabilities$0
Net Assets$7,301,877
Open 2024 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $342,7702011Expenses 2012: $446,1392012Revenue 2013: $9,317Expenses 2013: $322,438Net Income 2013: -$313,1212013Revenue 2014: $1,290,803Expenses 2014: $396,249Net Income 2014: $894,5542014Revenue 2015: $39,915Expenses 2015: $431,034Net Income 2015: -$391,1192015Revenue 2016: $43,580Expenses 2016: $514,863Net Income 2016: -$471,2832016Revenue 2017: $304,211Expenses 2017: $412,126Net Income 2017: -$107,9152017Revenue 2018: $406,403Expenses 2018: $468,696Net Income 2018: -$62,2932018Revenue 2019: $88,368Expenses 2019: $498,086Net Income 2019: -$409,7182019Revenue 2020: $155,299Expenses 2020: $465,110Net Income 2020: -$309,8112020Revenue 2021: $405,977Expenses 2021: $510,340Net Income 2021: -$104,3632021Revenue 2022: $342,001Expenses 2022: $572,990Net Income 2022: -$230,9892022Revenue 2023: $806,101Expenses 2023: $549,092Net Income 2023: $257,0092023Revenue 2024: $1,186,092Expenses 2024: $481,575Net Income 2024: $704,5172024

Latest loaded filing

2024

Revenue$1,186,092
Expenses$481,575
Net Income$704,517
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Naida S Wharton Foundation
EIN
22-3692830
Phone
6317536300
Address
CO NKSFB 400 GARDEN CITY PLZ NO 5, GARDEN CITY, NY 11530

Signing Officer

Name
Naida S Wharton
Title
Trustee
Phone
6317536300
Signed
2021-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Nksfb LLC Dba - Focus Operating LLC
Address
10960 WILSHIRE BLVD 5TH FLOOR, LOS ANGELES, CA 90024
Preparer
Eric Rosenthal CPA
Phone
3102774657
Raw XML Appendix120 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
IRS1041ScheduleD/DiffOfSmallerAmt0322
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt0322
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0322
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt01079
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt01401
IRS1041ScheduleD/GainLessIncludedAmt0322
IRS1041ScheduleD/GainPlusDividendsAmt0322
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt0131
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0322
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt0322
IRS1041ScheduleD/NetSmallerAmt00
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt01079
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt01079
IRS1041ScheduleD/SmallerGainAmt0322
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt01635
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt0322
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt01635
IRS1041ScheduleD/SmllrTxiLessGainOrTxiOrAllwAmt01313
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt00
IRS1041ScheduleD/TaxableIncomeAmt01635
IRS1041ScheduleD/TaxableIncomeLessGainAmt01313
IRS1041ScheduleD/TaxAmt0131
IRS1041ScheduleD/TaxOnTaxableIncomeAmt0164
IRS1041ScheduleD/TaxPlusTimePercentAmt0131
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0322
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt01079
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt01401
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt01635
IRS990T/BooksInCareOfDetail/PersonNm0NKSFB LLC
IRS990T/BooksInCareOfDetail/PhoneNum06317536300
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 GARDEN CITY PLAZA SUITE 510
IRS990T/BooksInCareOfDetail/USAddress/CityNm0GARDEN CITY
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd011530
IRS990T/BookValueAssetsEOYAmt06648888
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt01062
IRS990T/OverpaymentSection/OverpaymentAmt01062
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt01193
IRS990TScheduleA/CapitalGainNetIncomeAmt01401
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01234
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt02635
IRS990TScheduleA/TotUnrltTrdBusIncmAmt02635
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0OTHER INVESTMENT
IRS990TScheduleA/UBIBeforeNOLDedAmt02635
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02635
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt0131
IRS990T/TaxLessCreditsAmt0131
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01193
IRS990T/TotalTaxAmt0131
IRS990T/TotalTaxComputationAmt0131
IRS990T/TotalUBTIAmt01635
IRS990T/TotalUBTIBeforeNOLSpecificAmt02635
IRS990T/TotalUBTIBeforeSection199AAmt02635
IRS990T/TotalUBTIComputedAmt02635
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NAIDA S WHARTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06317536300
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAIDA S WHARTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NAID
ReturnHeader/Filer/EIN0223692830
ReturnHeader/Filer/PhoneNum06317536300
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO NKSFB 400 GARDEN CITY PLZ NO 5
ReturnHeader/Filer/USAddress/CityNm0GARDEN CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011530
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208161914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NKSFB LLC DBA - FOCUS OPERATING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010960 WILSHIRE BLVD 5TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090024
ReturnHeader/PreparerPersonGrp/PhoneNum03102774657
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC ROSENTHAL CPA
ReturnHeader/ReturnTs02021-11-10T09:40:51-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NAIDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHARTON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$1.19$0.48$0.70
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.00$6.48$0.81$0.55$0.26
2022Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.34$0.57$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.74$0.00$6.74$0.41$0.51$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.65$0.00$6.65$0.16$0.47$0.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.00$6.78$0.09$0.50$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$0.00$6.66$0.41$0.47$0.06
2017Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.30$0.41$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.00$7.17$0.04$0.51$0.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.60$0.00$7.60$0.04$0.43$0.39
2014Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$1.29$0.40$0.89
2013Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.01$0.32$0.31
2012Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.45
2011Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.34