Civic Intelligence

Bernard & Nancy Karwick Foundation

990PF • Fiscal year 2020 • EIN 81-4726531

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
100 Crossways Park West No 112Woodbury, NY 11797

(516) 364-5050

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Net Margin

81st percentile

70%

Higher net margin than 81% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Asset Growth

73rd percentile

6.8%

Faster asset growth than 73% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

102%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$3,308,836

Up $212,003 (+6.8%) from 2019

Net Assets

Up

$3,308,836

Up $212,003 (+6.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin81st percentile

Revenue

Up

$279,590

Up $141,022 (+102%) from 2019

Expenses

Down

$85,000

Down $145,900 (-63%) from 2019

Net Income

Up

$194,590

Up $286,922 (+311%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $3,252,492Liabilities 2017: $0Net Assets 2017: $3,252,4922017Assets 2018: $3,179,893Liabilities 2018: $0Net Assets 2018: $3,179,8932018Assets 2019: $3,096,833Liabilities 2019: $0Net Assets 2019: $3,096,8332019Assets 2020: $3,308,836Liabilities 2020: $0Net Assets 2020: $3,308,8362020Assets 2021: $3,390,392Liabilities 2021: $0Net Assets 2021: $3,390,3922021Assets 2022: $3,493,020Liabilities 2022: $0Net Assets 2022: $3,493,0202022Assets 2023: $3,535,748Liabilities 2023: $0Net Assets 2023: $3,535,7482023Assets 2024: $3,247,518Liabilities 2024: $0Net Assets 2024: $3,247,5182024

Highlighted filing

2020

Assets$3,308,836
Liabilities$0
Net Assets$3,308,836
Open 2020 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $407,468Expenses 2017: $178,438Net Income 2017: $229,0302017Revenue 2018: $100,603Expenses 2018: $184,500Net Income 2018: -$83,8972018Revenue 2019: $138,568Expenses 2019: $230,900Net Income 2019: -$92,3322019Revenue 2020: $279,590Expenses 2020: $85,000Net Income 2020: $194,5902020Revenue 2021: $388,594Expenses 2021: $318,400Net Income 2021: $70,1942021Revenue 2022: $332,567Expenses 2022: $238,655Net Income 2022: $93,9122022Revenue 2023: $299,126Expenses 2023: $267,709Net Income 2023: $31,4172023Revenue 2024: $785,671Expenses 2024: $1,084,600Net Income 2024: -$298,9292024

Highlighted filing

2020

Revenue$279,590
Expenses$85,000
Net Income$194,590
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNARD KARWICKDirector-$0--
NANCY KARWICKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bernard & Nancy Karwick Foundation
EIN
81-4726531
Phone
5163645050
Address
100 CROSSWAYS PARK WEST NO 112, WOODBURY, NY 11797

Signing Officer

Name
Bernard Karwick
Title
Officer
Phone
5163645050
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Carney Pacheco & Frangiosa Pc
Address
100 CROSSWAYS PARK WEST, WOODBURY, NY 11797
Preparer
William F Carney
Phone
5163645050
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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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt085000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0213355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt085667
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt053466
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015337
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt085667
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt085667
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt042688
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0346
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX PAYMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt017759
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON DIVIDEND DISTRIBUTION
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNARD KARWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05163645050
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD & NANCY KARWICK FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CARNEYPACHECO & FRANGIOSA PC
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0814726531
ReturnHeader/Filer/PhoneNum05163645050
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 CROSSWAYS PARK WEST NO 112
ReturnHeader/Filer/USAddress/CityNm0WOODBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011797
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113111355
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARNEY PACHECO & FRANGIOSA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CROSSWAYS PARK WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05163645050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM F CARNEY
ReturnHeader/ReturnTs02021-11-15T09:04:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BERNARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KARWICK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,308,836
Liabilities
$0
Net assets
$3,308,836
Revenue
$279,590
Expenses
$85,000
Net income
$194,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.79$1.08$0.30
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.30$0.27$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.33$0.24$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.39$0.32$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.28$0.09$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.14$0.23$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.10$0.18$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.41$0.18$0.23