Civic Intelligence

Cardeza Foundation Tw

EIN 23-1345265 • 501(c)3 • Saint Louis, MO

Profile

The organization's sole purpose is to support medical research and toprovide maintenance to the division of hematology in the departmentof medicine at thomas jefferson university medical college .

PO Box 505 Mac H0006-092Saint Louis, MO 63166

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

6th percentile

-53%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

57th percentile

$177,595

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

25th percentile

-1.9%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$22,748,253

Down $440,078 (-1.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$22,748,253

Down $440,078 (-1.9%) from 2024

Operations
Liabilities / Revenue6th percentileNet Margin6th percentile

Revenue

Down

$842,755

Down $628,108 (-43%) from 2024

Expenses

Up

$1,292,433

Up $43,894 (+3.5%) from 2024

Net Income

Down

-$449,678

Down $672,002 (-302%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2009: $21,837,291Liabilities 2009: $0Net Assets 2009: $21,837,2912009Assets 2010: $21,353,747Liabilities 2010: $0Net Assets 2010: $21,353,7472010Assets 2012: $20,752,022Liabilities 2012: $0Net Assets 2012: $20,752,0222012Assets 2013: $21,073,518Liabilities 2013: $0Net Assets 2013: $21,073,5182013Assets 2014: $23,351,886Liabilities 2014: $0Net Assets 2014: $23,351,8862014Assets 2015: $23,167,764Liabilities 2015: $0Net Assets 2015: $23,167,7642015Assets 2016: $22,497,952Liabilities 2016: $0Net Assets 2016: $22,497,9522016Assets 2017: $22,906,033Liabilities 2017: $0Net Assets 2017: $22,906,0332017Assets 2018: $22,982,066Liabilities 2018: $0Net Assets 2018: $22,982,0662018Assets 2019: $22,225,431Liabilities 2019: $0Net Assets 2019: $22,225,4312019Assets 2020: $22,238,115Liabilities 2020: $0Net Assets 2020: $22,238,1152020Assets 2021: $23,258,542Liabilities 2021: $0Net Assets 2021: $23,258,5422021Assets 2022: $23,965,839Liabilities 2022: $0Net Assets 2022: $23,965,8392022Assets 2023: $22,974,289Liabilities 2023: $0Net Assets 2023: $22,974,2892023Assets 2024: $23,188,331Liabilities 2024: $0Net Assets 2024: $23,188,3312024Assets 2025: $22,748,253Liabilities 2025: $0Net Assets 2025: $22,748,2532025

Highlighted filing

2025

Assets$22,748,253
Liabilities$0
Net Assets$22,748,253
Open 2025 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2009: -$1,434,294Expenses 2009: $2,052,029Net Income 2009: -$3,486,3232009Revenue 2010: $581,642Expenses 2010: $1,107,612Net Income 2010: -$525,9702010Expenses 2012: $1,114,7492012Expenses 2013: $1,156,4312013Revenue 2014: $3,503,068Expenses 2014: $1,236,288Net Income 2014: $2,266,7802014Revenue 2015: $1,034,119Expenses 2015: $1,225,652Net Income 2015: -$191,5332015Revenue 2016: $652,164Expenses 2016: $1,322,635Net Income 2016: -$670,4712016Revenue 2017: $1,662,464Expenses 2017: $1,250,368Net Income 2017: $412,0962017Revenue 2018: $1,330,903Expenses 2018: $1,209,322Net Income 2018: $121,5812018Revenue 2019: $1,199,845Expenses 2019: $1,919,793Net Income 2019: -$719,9482019Revenue 2020: $1,266,906Expenses 2020: $1,252,703Net Income 2020: $14,2032020Revenue 2021: $2,249,724Expenses 2021: $1,226,213Net Income 2021: $1,023,5112021Revenue 2022: $2,008,910Expenses 2022: $1,296,746Net Income 2022: $712,1642022Revenue 2023: $241,910Expenses 2023: $1,228,381Net Income 2023: -$986,4712023Revenue 2024: $1,470,863Expenses 2024: $1,248,539Net Income 2024: $222,3242024Revenue 2025: $842,755Expenses 2025: $1,292,433Net Income 2025: -$449,6782025

Highlighted filing

2025

Revenue$842,755
Expenses$1,292,433
Net Income-$449,678
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$22,748,253
Liabilities
$0
Net assets
$22,748,253
Revenue
$842,755
Expenses
$1,292,433
Net income
-$449,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$0.00$22.7$0.84$1.29$0.45
2024Summary only. Only limited summary data is available for this year.$23.2$0.00$23.2$1.47$1.25$0.22
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$0.00$23.0$0.24$1.23$0.99
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.0$0.00$24.0$2.01$1.30$0.71
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.00$23.3$2.25$1.23$1.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.2$0.00$22.2$1.27$1.25$0.01
2019Summary only. Only limited summary data is available for this year.$22.2$0.00$22.2$1.20$1.92$0.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$0.00$23.0$1.33$1.21$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.9$0.00$22.9$1.66$1.25$0.41
2016Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$0.65$1.32$0.67
2015Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$1.03$1.23$0.19
2014Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$3.50$1.24$2.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.1$0.00$21.1$1.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.00$20.8$1.11
2010Summary only. Only limited summary data is available for this year.$21.4$0.00$21.4$0.58$1.11$0.53
2009Summary only. Only limited summary data is available for this year.$21.8$0.00$21.8$1.43$2.05$3.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 25, 2025
Return Version
2024v5.2
Gross Receipts
$3,239,332
Mission and Program Overview

Mission

The organization's sole purpose is to support medical research and toprovide maintenance to the division of hematology in the departmentof medicine at thomas jefferson university medical college .

The organization's sole purpose is to support medical research and to provide maintenance to the division of hematology in the department of medicine at thomas jefferson university medical college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$23,188,331$22,748,253▼ $440,078
Investments in Publicly Traded Securities$22,109,981$21,719,372▼ $390,609
Savings and Temporary Cash Investments$1,078,350$1,028,881▼ $49,469
Total Assets$23,188,331$22,748,253▼ $440,078
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,188,331$22,748,253▼ $440,078
Total Liabilities and Net Assets / Fund Balance$23,188,331$22,748,253▼ $440,078
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee$177,595$177,595
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$842,755
Other Revenue
$0
Change in Net Assets
$-449,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,098,789
Salaries, Compensation, and Employee Benefits$177,595
Other Expenses$16,049
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,098,789--$1,098,789
Current Officers, Directors, Trustees, and Key Employees$44,399$133,196-$177,595
Fees for Services Accounting$2,070--$2,070
Other Expenses-$408-$408
Total Functional Expenses$1,145,258$147,175$0$1,292,433
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Thomas Jefferson University Medical CollegePhiladelphia, PA501(c)(3)Support for Medical Research and Maintenance of the Division of Hematology in the Department of Medicine.$1,098,789
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Wells fargo maintains written records for all meetings and actions taken in the account”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Written records will be maintained for any committee actions”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Wells fargo bank, n.a. Receives and reviews the form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Wells fargo employees have an obligation to read and comply with the code of ethics and business conduct and any required disclosures are made to the appropriate code administrator.”

Form 990, Page 6, Part VI, Line 18

“AVAILABLE UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Cardeza Foundation T W
EIN
23-1345265
Phone
8003523705
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2025-10-25
Discuss with paid preparer
Yes

Organization Details

Formed
1952
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Section D

“The funds from this foundation support the cardeza foundation for hematological research at thomas jefferson university. The trustee meets at least annually with the cfo of the university to review investments and income. Monthly statements and periodic performance reports are also sent. The cardeza foundation for hemalogical resea rch supports a research program that otherwise would have to be funded by the university.”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference: $4,241, cy purchase of accrued interest: -$2,475, py purchase of accrued interest: $8,014, cost basis adjustment: -$180”

Raw XML Appendix394 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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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0177595
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IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01098789
IRS990/CYInvestmentIncomeAmt0842755
IRS990/CYOtherExpensesAmt016049
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-449678
IRS990/CYSalariesCompEmpBnftPaidAmt0177595
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0177595
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0144071
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt01098789
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01098789
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01098789
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02540648
IRS990/GrossReceiptsAmt03239332
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0698684
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0698684
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt022109981
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02396577
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt023188331
IRS990/NetAssetsOrFundBalancesEOYAmt022748253
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0144071
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IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt09600
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1INVESTMENT INTEREST EXPENSE
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IRS990/OtherRevenueMiscGrp/Desc0Fund Earnings
IRS990/OtherWebsiteInd0X
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IRS990/ProfessionalFundraisingInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THOMAS JEFFERSON MEDICAL
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOR MEDICAL RESEARCH AND MAINTENANCE OF THE DIVISION OF HEMATOLOGY IN THE DEPARTMENT OF MEDICINE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THOMAS JEFFERSON UNIVERSITY MEDICAL COLLEGE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THERE ARE QUARTERLY MEETINGS BETWEEN THE TRUSTEE OF THIS ORGANIZATION AND AN OFFICER OF THE SUPPORTED ORGANIZATIONS TO REVIEW THE SUPPORTING ACCOUNT. THE NEEDS OF THE SUPPORTED ORGANIZATION ARE REVIEWED, ALONG WITH INVESTMENT ISSUES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUNDS FROM THIS FOUNDATION SUPPORT THE CARDEZA FOUNDATION FOR HEMATOLOGICAL RESEARCH AT THOMAS JEFFERSON UNIVERSITY. THE TRUSTEE MEETS AT LEAST ANNUALLY WITH THE CFO OF THE UNIVERSITY TO REVIEW INVESTMENTS AND INCOME. MONTHLY STATEMENTS AND PERIODIC PERFORMANCE REPORTS ARE ALSO SENT. THE CARDEZA FOUNDATION FOR HEMALOGICAL RESEA RCH SUPPORTS A RESEARCH PROGRAM THAT OTHERWISE WOULD HAVE TO BE FUNDED BY THE UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WELLS FARGO MAINTAINS WRITTEN RECORDS FOR ALL MEETINGS AND ACTIONS TAKEN IN THE ACCOUNT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WRITTEN RECORDS WILL BE MAINTAINED FOR ANY COMMITTEE ACTIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WELLS FARGO BANK, N.A. RECEIVES AND REVIEWS THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WELLS FARGO EMPLOYEES HAVE AN OBLIGATION TO READ AND COMPLY WITH THE CODE OF ETHICS AND BUSINESS CONDUCT AND ANY REQUIRED DISCLOSURES ARE MADE TO THE APPROPRIATE CODE ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MUTUAL FUND TIMING DIFFERENCE: $4,241, CY PURCHASE OF ACCRUED INTEREST: -$2,475, PY PURCHASE OF ACCRUED INTEREST: $8,014, COST BASIS ADJUSTMENT: -$180
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SECTION D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08003523705
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARDEZA FOUNDATION T W
ReturnHeader/Filer/BusinessNameControlTxt0CARD
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ReturnHeader/Filer/PhoneNum08003523705
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ReturnHeader/ReturnTs02025-11-05T09:01:34-06:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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