Civic Intelligence

Foundation for Women and Girls with Blood Disorders Inc

EIN 27-2456813 • 501(c)3 • Montclair, NJ

Profile

To ensure that all women and adolescent girls with blood disorders are correctly diagnosed and optimally treated and managed at every life stage.

PO Box 1358Montclair, NJ 07042

www.fwgbd.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.09x

Higher debt load relative to assets than 59% of similar nonprofits.

NTEE G • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.14x

Higher debt load relative to revenue than 64% of similar nonprofits.

NTEE G • $1M-$5M nonprofits • Source year 2024

Net Margin

58th percentile

13%

Higher net margin than 58% of similar nonprofits.

NTEE G • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$115,665

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

NTEE G • $1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

3.9%

Faster asset growth than 46% of similar nonprofits.

NTEE G • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-8.6%

Faster revenue growth than 22% of similar nonprofits.

NTEE G • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,456,179

Up $54,054 (+3.9%) from 2023

Liabilities

Down

$124,294

Down $63,252 (-34%) from 2023

Net Assets

Up

$1,331,885

Up $117,306 (+9.7%) from 2023

Revenue

Down

$880,867

Down $82,899 (-8.6%) from 2023

Expenses

Down

$763,561

Down $404,992 (-35%) from 2023

Net Income

Up

$117,306

Up $322,093 (+157%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $540,637Liabilities 2011: $40,717Net Assets 2011: $499,9202011Assets 2014: $847,192Liabilities 2014: $281,736Net Assets 2014: $565,4562014Assets 2015: $716,849Liabilities 2015: $148,019Net Assets 2015: $568,8302015Assets 2016: $818,211Liabilities 2016: $21,671Net Assets 2016: $796,5402016Assets 2017: $1,065,454Liabilities 2017: $15,528Net Assets 2017: $1,049,9262017Assets 2018: $1,095,905Liabilities 2018: $55,324Net Assets 2018: $1,040,5812018Assets 2019: $1,173,945Liabilities 2019: $64,157Net Assets 2019: $1,109,7882019Assets 2020: $1,251,440Liabilities 2020: $61,247Net Assets 2020: $1,190,1932020Assets 2021: $1,371,598Liabilities 2021: $117,043Net Assets 2021: $1,254,5552021Assets 2022: $1,570,346Liabilities 2022: $150,979Net Assets 2022: $1,419,3672022Assets 2023: $1,402,125Liabilities 2023: $187,546Net Assets 2023: $1,214,5792023Assets 2024: $1,456,179Liabilities 2024: $124,294Net Assets 2024: $1,331,8852024

Highlighted filing

2024

Assets$1,456,179
Liabilities$124,294
Net Assets$1,331,885

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $259,4432011Revenue 2014: $387,270Expenses 2014: $394,315Net Income 2014: -$7,0452014Revenue 2015: $452,872Expenses 2015: $449,498Net Income 2015: $3,3742015Revenue 2016: $633,364Expenses 2016: $405,654Net Income 2016: $227,7102016Revenue 2017: $642,360Expenses 2017: $388,974Net Income 2017: $253,3862017Revenue 2018: $468,986Expenses 2018: $478,331Net Income 2018: -$9,3452018Revenue 2019: $684,767Expenses 2019: $615,560Net Income 2019: $69,2072019Revenue 2020: $688,877Expenses 2020: $608,472Net Income 2020: $80,4052020Revenue 2021: $739,423Expenses 2021: $675,061Net Income 2021: $64,3622021Revenue 2022: $760,033Expenses 2022: $595,221Net Income 2022: $164,8122022Revenue 2023: $963,766Expenses 2023: $1,168,553Net Income 2023: -$204,7872023Revenue 2024: $880,867Expenses 2024: $763,561Net Income 2024: $117,3062024

Highlighted filing

2024

Revenue$880,867
Expenses$763,561
Net Income$117,306

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 20, 2025
Return Version
2023v6.0
Gross Receipts
$880,867
Mission and Program Overview

Mission

To ensure that all women and adolescent girls with blood disorders are correctly diagnosed and optimally treated and managed at every life stage.

Foundation for Women & Girls with Blood Disorders works to ensure all women and girls with blood disorders are correctly diagnosed and optimally managed at every life stage.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$873,667$888,432▲ $14,765
Cash and Non-Interest-Bearing Accounts$508,983$312,047▼ $196,936
Accounts Receivable-$147,000-
Prepaid Expenses and Deferred Charges$7,428$100,112▲ $92,684
Intangible Assets$11,372$8,250▼ $3,122
Land, Buildings, and Equipment, Net$675$338▼ $337
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$1,402,125$1,456,179▲ $54,054
Other Assets Total-$0-
Liabilities
Grants Payable$153,242$90,930▼ $62,312
Accounts Payable and Accrued Expenses$34,304$33,364▼ $940
Total Liabilities$187,546$124,294▼ $63,252
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$972,579$1,098,776▲ $126,197
Net Assets With Donor Restrictions$242,000$233,109▼ $8,891
Total Net Assets Fund Balance$1,214,579$1,331,885▲ $117,306
Total Liabilities and Net Assets / Fund Balance$1,402,125$1,456,179▲ $54,054

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$338$8,842$9,180
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kerry FunkhouserExecutive DirectorFT$115,665$115,665

Board Members and Trustees

NameTitle
Andra H James MD MPHPresident
Sarah O'Brien MD MSCPresident
Roshni Kulkarni MDVice President
Barbara Konkle MDBoard Member
Janice Bacon MDBoard Member
Kenneth G Mann PHDBoard Member
Meera Chitlur MDBoard Member
Ravindra Sarode MDBoard Member
Russell E WareBoard Member
Biree Andemariam MDDirector
Sarah Luke ESQSecretary
Peggy James CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$827,876
Program Service Revenue
$0
Investment Income
$22,765
Other Revenue
$30,226
All Other Contributions
$788,640
Change in Net Assets
$117,306

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table99$103,300FairValue
Total Noncash Contributions99$103,300-

Audited Revenue Reconciliation

Revenue per Audited Statements
$880,867
Total Revenue per Audited Statements
$880,867
Total Revenue per Form 990
$880,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$447,566
Salaries, Compensation, and Employee Benefits$255,114
Grants and Similar Amounts Paid$60,881
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$187,723$4,235-$191,958
Travel$133,620$4,017-$137,637
Current Officers, Directors, Trustees, and Key Employees$115,665--$115,665
Other Salaries and Wages$55,780$51,211-$106,991
Grants to Domestic Orgs$60,881--$60,881
Fees for Services Accounting-$31,961-$31,961
Payroll Taxes$15,790$4,716-$20,506
Other Employee Benefits$9,203$2,749-$11,952
Other Expenses$5,874$1,958-$7,832
Depreciation Depletion$1,740$1,739-$3,479
All Other Expenses$476$1,022-$1,498
Insurance-$941-$941
Information Technology$96$708-$804
Total Functional Expenses$649,380$114,181$0$763,561

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$763,561
Total Expenses per Audited Statements$763,561
Total Expenses per Form 990$763,561
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of UtahSalt Lake City, UT--$32,500
University of TexasAustin, TX--$22,500
East Carolina UniversityGreenville, NC--$17,500
Baylor College of MedicineHouston, TX--$15,000
Duke UniversityDurham, NC--$15,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by the organization's external accounting firm. The draft is reviewed by the organization's executive director and the board finance committee. Any changes are made by the external accounting firm. All members of the board receive copies of the form 990 for review prior to signature by the executive director and filing.

Form 990, Part VI, Section B, Line 15A

Approval for annual cost of living adjustment by Board of Directors. Every 2-3 years, all organization compensation is bench marked and approved by Board of Directors.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available to the public upon request.

FORM 990, PART VI, SECTION B, LINE 12C:

The organization has a conflict of interest policy and it is reviewed and signed by the individual members of the board.

FORM 990, PART VI, SECTION C, LINE 18:

The organization's form 990 is available upon request and can also be found on the guidestar website.

FORM 990, PART VI, SECTION, LINE 8B:

There is no committee with authority to act on behalf of the governing body.

Filing and Contact Details

Filer

Filer Name
Foundation for Women and Girls with
EIN
27-2456813
Phone
2087206430
Address
PO Box 1358, Montclair, NJ 07042

Signing Officer

Name
Kerry Funkhouser
Title
Executive Director
Signed
2025-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerry Funkhouser
Formed
2010
Legal Domicile
Ga
Voting Board Members
12
Independent Board Members
11
Employees
4

Preparer

Firm
Nichols Accounting Group Pc
Address
6075 E HUNT AVE, NAMPA, ID 83687
Preparer
Jordan Lamprecht CPA
Phone
2084420188
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

No change in the process from the prior year

Financial Statement Notes

Part X : FIN48 Footnote

The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue (IRS) Code. However, income from certain activities not directly related to the Foundations tax exempt purpose would be subject to taxation as unrelated business income (UBI). The Foundation does not believe they are subject to UBI tax during the current or previous years; no provision for income taxes is required.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue (IRS) Code. However, income from certain activities not directly related to the Foundations tax exempt purpose would be subject to taxation as unrelated business income (UBI). The Foundation does not believe they are subject to UBI tax during the current or previous years; no provision for income taxes is required.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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