Civic Intelligence

Cardeza T D & MCD-Cardeza Fdn

990 • Fiscal year 2017 • EIN 23-1345265

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 25, 2017

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.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$160,990

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

40th percentile

1.8%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

155%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$22,906,033

Up $408,081 (+1.8%) from 2016

Net Assets

Up

$22,906,033

Up $408,081 (+1.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin82nd percentile

Revenue

Up

$1,662,464

Up $1,010,300 (+155%) from 2016

Expenses

Down

$1,250,368

Down $72,267 (-5.5%) from 2016

Net Income

Up

$412,096

Up $1,082,567 (+161%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2017

Assets$22,906,033
Liabilities$0
Net Assets$22,906,033
Open 2017 Filing

Operations Trend

Revenue Growth95th 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

2017

Revenue$1,662,464
Expenses$1,250,368
Net Income$412,096
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$7,283,947
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
Rtn Earn Endowment Incm Other Fnds-$22,906,033-
Cap Stk Tr Prin Current Funds$22,497,952--
Savings and Temporary Cash Investments$461,507$887,044▲ $425,537
Cash and Non-Interest-Bearing Accounts$5,531--
Total Assets$22,497,952$22,906,033▲ $408,081
Other Assets Total$22,030,914$22,018,989▼ $11,925
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,497,952$22,906,033▲ $408,081
Total Liabilities and Net Assets / Fund Balance$22,497,952$22,906,033▲ $408,081
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleBaseTotal
-Trustee$160,990$160,990
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,662,464
Other Revenue
$0
Change in Net Assets
$412,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,079,296
Salaries, Compensation, and Employee Benefits$160,988
Other Expenses$10,084
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,079,296--$1,079,296
Current Officers, Directors, Trustees, and Key Employees-$160,988-$160,988
All Other Expenses-$9,084-$9,084
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$1,079,296$171,072$0$1,250,368
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.$1,079,296
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.”

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 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
2017-10-25

Organization Details

Formed
1952
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0
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 Posting Current Year Effective Previous Year $10,823; Mutual Fund Income Posting Next Year Effective Current Year ($10 ,807); Accd Int Posting Previous Year Effective Current Year $569; Accd Interest Paid Cur Yr Effective Next Year ($911); Cost Adj on Merger ($594); Return of capital Adj ($3,094.20); Rounding ($1)”

Raw XML Appendix344 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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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
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
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019107
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/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 $10,823; Mutual Fund Income Posting Next Year Effective Current Year ($10 ,807); Accd Int Posting Previous Year Effective Current Year $569; Accd Interest Paid Cur Yr Effective Next Year ($911); Cost Adj on Merger ($594); Return of capital Adj ($3,094.20); Rounding ($1)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SECTION D
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/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt022906033
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0171072
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01079296
IRS990/TotalFunctionalExpensesGrp/TotalAmt01250368
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022497952
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022906033
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01079296
IRS990/TotalReportableCompFromOrgAmt0160990
IRS990/TotalRevenueGrp/ExclusionAmt01662464
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01662464
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022497952
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022906033
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 N MAIN ST 6TH FLOOR
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/SignatureDt02017-10-25
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId057E3047BF2363CD32597E38F5E0ADD6FCCA74DCB
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0159.45.129.14
ReturnHeader/ReturnTs02017-11-02T09:00:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,906,033
Liabilities
$0
Net assets
$22,906,033
Revenue
$1,662,464
Expenses
$1,250,368
Net income
$412,096
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
2017Detailed filing. Detailed filing data is available for this year.$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