Civic Intelligence

Cardeza T D & MCD-Cardeza Fdn

990 • Fiscal year 2016 • EIN 23-1345265

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 13, 2016

Organization ProfileN/A
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(336) 747-8203

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.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.00x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

3rd percentile

-103%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$170,061

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

25th percentile

-2.9%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$22,497,952

Down $669,812 (-2.9%) from 2015

Net Assets

Down

$22,497,952

Down $669,812 (-2.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin3rd percentile

Revenue

Down

$652,164

Down $381,955 (-37%) from 2015

Expenses

Up

$1,322,635

Up $96,983 (+7.9%) from 2015

Net Income

Down

-$670,471

Down $478,938 (-250%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

2016

Assets$22,497,952
Liabilities$0
Net Assets$22,497,952
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

2016

Revenue$652,164
Expenses$1,322,635
Net Income-$670,471
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 13, 2016
Return Version
2015v2.0
Gross Receipts
$2,633,592
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$23,167,764$22,497,952▼ $669,812
Savings and Temporary Cash Investments$563,151$461,507▼ $101,644
Cash and Non-Interest-Bearing Accounts$5,689$5,531▼ $158
Total Assets$23,167,764$22,497,952▼ $669,812
Other Assets Total$22,598,924$22,030,914▼ $568,010
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,167,764$22,497,952▼ $669,812
Total Liabilities and Net Assets / Fund Balance$23,167,764$22,497,952▼ $669,812
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleBaseTotal
-Trustee$170,061$170,061
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$652,164
Other Revenue
$0
Change in Net Assets
$-670,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,143,128
Salaries, Compensation, and Employee Benefits$170,061
Other Expenses$9,446
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,143,128--$1,143,128
Current Officers, Directors, Trustees, and Key Employees-$170,061-$170,061
All Other Expenses-$8,446-$8,446
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$1,143,128$179,507$0$1,322,635
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.$1,143,128
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 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 1A

“NO MATERIAL DIFFERENCE”

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, trustee, prepares and reviews the annual tax return.”

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.”

Filing and Contact Details

Filer

Filer Name
Cardeza Foundation Tw
EIN
23-1345265
Phone
3367478203
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
3367478203
Signed
2016-10-13

Organization Details

Formed
1952
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Schedule A, Part IV

“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.”

Description for Making Documents Public

“AVAILABLE UPON REQUEST”

Description for Making Documents Public

“AVAILABLE UPON REQUEST”

Explanation for Form 990, Part XI, Line 9

“Mutual Fund Posting Current Year Effective Previous Year $10,749; Mutual Fund Income Posting Next Year Effective Current Year ($10 ,823); Accd Int Posting Previous Year Effective Current Year $569; Accd Interest Paid Cur Yr Effective Next Year ($410); Cost Adj on Merger $573 Rounding $1”

Raw XML Appendix291 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.

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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01934774
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OtherWebsiteInd0X
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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
IRS990ScheduleI/RecipientTable/RecipientEIN0231352651
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01020 WALNUT STREET
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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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt1NO MATERIAL DIFFERENCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WELLS FARGO MAINTAINS WRITTEN RECORDS FOR ALL MEETINGS AND ACTIONS TAKEN IN THE ACCOUNT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WRITTEN RECORDS WILL BE MAINTAINED FOR ANY COMMITTEE ACTIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WELLS FARGO, TRUSTEE, PREPARES AND REVIEWS THE ANNUAL TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WELLS 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/ExplanationTxt6AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Mutual Fund Posting Current Year Effective Previous Year $10,749; Mutual Fund Income Posting Next Year Effective Current Year ($10 ,823); Accd Int Posting Previous Year Effective Current Year $569; Accd Interest Paid Cur Yr Effective Next Year ($410); Cost Adj on Merger $573 Rounding $1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE A, PART IV
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt023167764
IRS990/TotalAssetsEOYAmt022497952
IRS990/TotalAssetsGrp/BOYAmt023167764
IRS990/TotalAssetsGrp/EOYAmt022497952
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0179507
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01143128
IRS990/TotalFunctionalExpensesGrp/TotalAmt01322635
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt023167764
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022497952
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01143128
IRS990/TotalReportableCompFromOrgAmt0170061
IRS990/TotalRevenueGrp/ExclusionAmt0652164
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0652164
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt023167764
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022497952
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 W 4TH STREET D4000-062
IRS990/USAddress/CityNm0WINSTONSALEM
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027101
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03367478203
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARDEZA FOUNDATION TW
ReturnHeader/Filer/BusinessNameControlTxt0CARD
ReturnHeader/Filer/EIN0231345265
ReturnHeader/Filer/PhoneNum03367478203
ReturnHeader/Filer/USAddress/AddressLine1Txt01525 W WT HARRIS BLVD D1114-044
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/ReturnTs02016-11-14T09:00:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,497,952
Liabilities
$0
Net assets
$22,497,952
Revenue
$652,164
Expenses
$1,322,635
Net income
-$670,471
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits