Civic Intelligence

Ellman Discovery Foundation

EIN 47-5621058 • 501(c)3 • Sparta, NJ

Profile

To develop partnerships with existing 501 (c)(3) organizations to develop new programs or expand existing programs to provide relief to impoverished, distressed, underprivileged, and disadvantaged individuals in northwestern New Jersey and to create new programs focusing on providing a pathway to financial independence for these same individuals.During its first year, the charity was focused on organizational activities and began launching these programs in its second year.

336 Sparta AvenueSparta, NJ 07871

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

13th percentile

-12%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

669%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$4,012,616

Down $560,713 (-12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$4,012,616

Down $560,713 (-12%) from 2021

Revenue

Up

$404,522

Up $351,946 (+669%) from 2021

Expenses

Down

$252,260

Down $2,000 (-0.8%) from 2021

Net Income

Up

$152,262

Up $353,946 (+175%) from 2021

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2016: $3,921,563Liabilities 2016: $0Net Assets 2016: $3,921,5632016Assets 2017: $3,918,444Liabilities 2017: $0Net Assets 2017: $3,918,4442017Assets 2018: $3,857,787Liabilities 2018: $0Net Assets 2018: $3,857,7872018Assets 2019: $3,934,129Liabilities 2019: $0Net Assets 2019: $3,934,1292019Assets 2020: $4,004,930Liabilities 2020: $0Net Assets 2020: $4,004,9302020Assets 2021: $4,573,329Liabilities 2021: $0Net Assets 2021: $4,573,3292021Assets 2022: $4,012,616Liabilities 2022: $0Net Assets 2022: $4,012,6162022

Highlighted filing

2022

Assets$4,012,616
Liabilities$0
Net Assets$4,012,616

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2016: $3,921,576Expenses 2016: $13Net Income 2016: $3,921,5632016Revenue 2017: $6,907Expenses 2017: $10,026Net Income 2017: -$3,1192017Revenue 2018: $32,440Expenses 2018: $93,097Net Income 2018: -$60,6572018Revenue 2019: $43,425Expenses 2019: $10,249Net Income 2019: $33,1762019Revenue 2020: $82,325Expenses 2020: $106,530Net Income 2020: -$24,2052020Revenue 2021: $52,576Expenses 2021: $254,260Net Income 2021: -$201,6842021Revenue 2022: $404,522Expenses 2022: $252,260Net Income 2022: $152,2622022

Highlighted filing

2022

Revenue$404,522
Expenses$252,260
Net Income$152,262

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Nov 27, 2024
Return Version
2021v4.2
Mission and Program Overview

Mission

To develop partnerships with existing 501 (c)(3) organizations to develop new programs or expand existing programs to provide relief to impoverished, distressed, underprivileged, and disadvantaged individuals in northwestern New Jersey and to create new programs focusing on providing a pathway to financial independence for these same individuals.During its first year, the charity was focused on organizational activities and began launching these programs in its second year.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BLAKE ELLMANPres/Secetary-$0--
COLETTE B CROSSDirector-$0--
BRENDA KAY BASINGERDirector-$0--
JEFFREY GLENN SCHWARTZ MDDirector-$0--
CATHERINE ELLMANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ellman Discovery Foundation
EIN
47-5621058
Phone
9732415391
Address
336 SPARTA AVENUE, SPARTA, NJ 07871

Signing Officer

Name
Blake Ellman
Title
President/ Secretary
Phone
9732415391
Signed
2024-11-27
Discuss with paid preparer
Yes

Preparer

Firm
Ckw Advisors LLC
Address
336 SPARTA AVENUE, SPARTA, NJ 07871
Phone
9737298968
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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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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09733830851
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0121298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEET HUMANITRIAN & SOCIAL NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PSS JOURNEY: OPPORTUNITY ON THE MOVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO HELP SUPPORT THE NEEDS OF RESCUED DOGS AND CATS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH FED- GTR METROWEST NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PROJECT SELF SUFFICIENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE WILLOW SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NJSH PET RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0901 ROUTE 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1127 MILL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21150 POTTERSVILLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt395 WEST MAIN STREET STE 5-226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WHIPPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GLADSTONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007981
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd207934
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd307930
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0233298
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0213858
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0213858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017919
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037359
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017919
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0233298
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019440
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037359
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017919
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0712963
OtherDecreasesSchedule/OtherDecreasesDetail/Amt112
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1EXCISE TAX UNDERPAYMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OUTSIDE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0530
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1588
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt011
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt011
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016731
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016731
TaxesSchedule/TaxesDetail/Amt01113
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX BASED ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BLAKE ELLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/ SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09732415391
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELLMAN DISCOVERY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELLM
ReturnHeader/Filer/EIN0475621058
ReturnHeader/Filer/PhoneNum09732415391
ReturnHeader/Filer/USAddress/AddressLine1Txt0336 SPARTA AVENUE
ReturnHeader/Filer/USAddress/CityNm0SPARTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007871
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810584816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CKW ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0336 SPARTA AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPARTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007871
ReturnHeader/PreparerPersonGrp/PhoneNum09737298968
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-27
ReturnHeader/ReturnTs02024-11-27T08:34:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

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