Civic Intelligence

Cardeza T D & MCD-Cardeza Fdn

990 • Fiscal year 2012 • EIN 23-1345265

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 24, 2012

1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

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

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2010 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$20,752,022

Down $601,725 (-2.8%) from 2010

Net Assets

Down

$20,752,022

Down $601,725 (-2.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,114,749

Up $7,137 (+0.6%) from 2010

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.

$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

2012

Assets$20,752,022
Liabilities$0
Net Assets$20,752,022

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$1,114,749
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Oct 24, 2012
Return Version
2011v1.2
Gross Receipts
$3,952,009
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 .

Filing and Contact Details

Filer

EIN
23-1345265
Raw XML Appendix274 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/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0THE ORGANIZATION'S SOLE PURPOSE IS TO SUPPORT MEDICAL RESEARCH AND TO PROVIDE MAINTENANCE TO THE DIVISION OF HEMATOLOGY IN THE DEPARTMENT OF MEDICINE AT JEFFERSON MEDICAL COLLEGE AND HOSPITAL.
IRS990/AddressPrincipalOfficerUS/AddressLine101 W 4TH STREET D4000-062
IRS990/AddressPrincipalOfficerUS/City0WINSTONSALEM
IRS990/AddressPrincipalOfficerUS/State0NC
IRS990/AddressPrincipalOfficerUS/ZIPCode027101
IRS990/AllOtherExpenses/ManagementAndGeneral012087
IRS990/AllOtherExpenses/Total012087
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IRS990/DescribedIn501C30true
IRS990/Description0SUPPORT OF THOMAS JEFFERSON UNIVERSITY MEDICAL COLLEGE
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IRS990/FeesForServicesLegal/ManagementAndGeneral03921
IRS990/FeesForServicesLegal/Total03921
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization086068
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IRS990/Grants01011736
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IRS990/GrantsToDomesticOrgs/ProgramServices01011736
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IRS990/GrossAmountSalesAssets/Securities03199189
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IRS990/InvestmentIncome/ExclusionAmount0724963
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IRS990/InvestmentIncome/TotalRevenueColumn0724963
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IRS990/LessCostOthBasisSalesExpenses/Securities03281242
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IRS990/MembersOrStockholders0false
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IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
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IRS990/NbrIndependentVotingMembers00
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IRS990/NetAssetsOrFundBalancesBOY021178254
IRS990/NetAssetsOrFundBalancesEOY020752022
IRS990/NetGainOrLossInvestments/ExclusionAmount0-82053
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-82053
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
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IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY020994495
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IRS990/OtherExpensePriorYear035555
IRS990/OtherExpensesCurrentYear016945
IRS990/OtherRevenueCurrentYear027857
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0Excise Tax Refunds from Prior Years
IRS990/OtherRevenueMisc/ExclusionAmount027857
IRS990/OtherRevenueMisc/TotalRevenueColumn027857
IRS990/OtherWebsite0X
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationOtherChanges017750
IRS990/ReconcilationRevenueExpenses0-443982
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
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IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0-443982
IRS990/RevenuesLessExpensesPriorYear0-246222
IRS990/SalariesEtcCurrentYear086068
IRS990/SalariesEtcPriorYear085217
IRS990/SavingsAndTempCashInvestments/BOY0183759
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IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts01011736
IRS990ScheduleA/SupportedOrgInformation/Amount01011736
IRS990ScheduleA/SupportedOrgInformation/EIN0231352651
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10THOMAS JEFFERSON MEDICAL
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0MEDICAL COLLEGE
IRS990ScheduleA/SupportingOrg509a3Type3FuncInt0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleA/WrittenIRSDetermination0X
IRS990/ScheduleBRequired0false
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0THERE 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/Form990ScheduleIPartIV/Identifier0910
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine101020 WALNUT STREET
IRS990ScheduleI/RecipientTable/AddressUS/City0PHILADELPHIA
IRS990ScheduleI/RecipientTable/AddressUS/State0PA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode019107
IRS990ScheduleI/RecipientTable/AmountOfCashGrant01011736
IRS990ScheduleI/RecipientTable/EINOfRecipient0231352651
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0SUPPORT FOR MEDICAL RESEARCH AND MAINTENANCE OF THE DIVISION OF HEMATOLOGY IN THE DEPARTMENT OF MEDICINE.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10THOMAS JEFFERSON UNIVERSITY MEDICAL COLLEGE
IRS990ScheduleI/RecordsMaintained0true
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0NO MATERIAL DIFFERENCE
IRS990ScheduleO/GeneralExplanation/Explanation1WELLS FARGO MAINTAINS WRITTEN RECORDS FOR ALL MEETINGS AND ACTIONS TAKEN IN THE ACCOUNT
IRS990ScheduleO/GeneralExplanation/Explanation2WRITTEN RECORDS WILL BE MAINTAINED FOR ANY COMMITTEE ACTIONS
IRS990ScheduleO/GeneralExplanation/Explanation3WELLS FARGO, TRUSTEE, PREPARES AND REVIEWS THE ANNUAL TAX RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation4WELLS 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/GeneralExplanation/Explanation5AVAILABLE UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Explanation6NO DOCUMENTS ARE AVAILABLE.
IRS990ScheduleO/GeneralExplanation/Explanation7Mutual Fund Posting Current Year Effective Previous Year $27,192; Mutual Fund Income Posting Next Year Effective Current Year ($30,426); Accd Int Posting Current Year Effective Future Year ($1,256); Accd Int Posting Previous Year Effective Current Year $22,237; Rounding $3
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IRS990ScheduleO/GeneralExplanation/Identifier1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/GeneralExplanation/Identifier2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
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IRS990ScheduleO/GeneralExplanation/Identifier5DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier6DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
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IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0true
IRS990/YearFormation01952
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0231345265
ReturnHeader/Filer/Name/BusinessNameLine10CARDEZA FOUNDATION TW
ReturnHeader/Filer/NameControl0CARD
ReturnHeader/Filer/Phone03367478203
ReturnHeader/Filer/USAddress/AddressLine101525 W WT HARRIS BLVD D1114-044
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028288
ReturnHeader/Officer/DateSigned02012-10-24
ReturnHeader/Officer/Name0-
ReturnHeader/Officer/Phone03367478203
ReturnHeader/Officer/Title0Trustee
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-24T12:53:48-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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