Civic Intelligence

Nepm Foundation Inc.

990 • Fiscal year 2023 • EIN 88-2952280

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 29, 2024

Organization ProfileNEPMFOUNDATION.ORG
29 Millfarm LnSouthampton, NY 11968

(917) 974-4255

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • NTEE H • <$500k nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.00x

Higher debt load relative to revenue than 76% of similar nonprofits.

2023 filings • NTEE H • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

75%

Higher net margin than 87% of similar nonprofits.

2023 filings • NTEE H • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

2023 filings • NTEE H • <$500k nonprofits • Source year 2023

Asset Growth

91st percentile

103%

Faster asset growth than 91% of similar nonprofits.

2023 filings • NTEE H • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

29%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • NTEE H • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$401,701

Up $203,364 (+103%) from 2022

Net Assets

Up

$400,889

Up $202,552 (+102%) from 2022

Liabilities

Up

$812

Up $812 from 2022

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin87th percentile

Revenue

Up

$268,961

Up $60,531 (+29%) from 2022

Expenses

Up

$66,409

Up $56,316 (+558%) from 2022

Net Income

Up

$202,552

Up $4,215 (+2.1%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$600K$400K$200K$0Assets 2022: $198,337Liabilities 2022: $0Net Assets 2022: $198,3372022Assets 2023: $401,701Liabilities 2023: $812Net Assets 2023: $400,8892023Assets 2024: $446,160Liabilities 2024: $14,727Net Assets 2024: $431,4332024

Highlighted filing

2023

Assets$401,701
Liabilities$812
Net Assets$400,889
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

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

$300K$200K$100K$0Revenue 2022: $208,430Expenses 2022: $10,093Net Income 2022: $198,3372022Revenue 2023: $268,961Expenses 2023: $66,409Net Income 2023: $202,5522023Revenue 2024: $114,842Expenses 2024: $84,298Net Income 2024: $30,5442024

Highlighted filing

2023

Revenue$268,961
Expenses$66,409
Net Income$202,552
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 29, 2024
Return Version
2023v5.1
Gross Receipts
$338,885
Mission and Program Overview

Mission

The corporation intends to support research and funding for brain cancer treatment and cures either directly or indirectly through grants and contributions. The corporation will help fund, either directly or indirectly through grants or contributions, support to families of those inflicted with brain cancer.

To support research and funding for brain cancer treatment and cures either directly or indirectly through grants and contributions

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$198,100$381,815▲ $183,715
Pledges and Grants Receivable$0$15,341▲ $15,341
Cash and Non-Interest-Bearing Accounts$0$3,000▲ $3,000
Prepaid Expenses and Deferred Charges$0--
Total Assets$198,337$401,701▲ $203,364
Other Assets Total$237$1,545▲ $1,308
Liabilities
Accounts Payable and Accrued Expenses$0$812▲ $812
Total Liabilities$0$812▲ $812
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$198,337$400,889▲ $202,552
Total Net Assets Fund Balance$198,337$400,889▲ $202,552
Total Liabilities and Net Assets / Fund Balance$198,337$401,701▲ $203,364
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Jeffrey S PhlegarTRUSTEE; PRESIDENT
Sydney E PhlegarTRUSTEE; VICE PRESIDENT
Julia BohanTrustee
Lucille ProtasTrustee
Maxxwell T HamiltonTRUSTEE; SECRETARY/TREASURER
Revenue and Support

Revenue Composition

Contributions and Grants
$293,363
Program Service Revenue
$0
Investment Income
$14,827
Other Revenue
$-39,229
All Other Contributions
$144,805
Change in Net Assets
$202,552
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,000
Other Expenses$11,409
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,000--$55,000
Fees for Services Accounting-$5,096-$5,096
Office Expenses-$3,706-$3,706
Advertising-$1,410-$1,410
Information Technology-$1,197-$1,197
Total Functional Expenses$55,000$11,409$0$66,409
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Family Reach Foundation IncBoston, MA501(c)(3)SUPPORT PATIENTS AND FAMILIES WITH A BRAIN CANCER DIAGNOSIS ACCORDING TO MISSION ELIGILIBILITY GUIDELINES AND LIMITED SPECIFICALLY TO HOUSING, FOOD, UTILITIES AND TRANSPORTATION FOR MEDICAL TREATMENT. GRANTS ARE CAPPED AT $1,000 PER PATIENT.$55,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$69,924
Fundraising Gross Income$30,695
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$155,820$30,695$19,224$11,471
Step Power$23,433-$547-
Total Events$179,253$30,695$69,924$-39,229
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
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

Form 990, Part VI, Section A, Line 2

“Jeffrey s. Phlegar, sydney e. Phlegar and maxxwell t. Hamilton all have family relationships.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the board.”

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

“The form 990 is reviewed by the governing body before it is filed.”

Form 990, Part VI, Section B, Line 12C

“All conflict of interest disclosure statements are updated annually, at a minimum. The corporation reviews, monitors and enforces compliance with the policy.”

Form 990, Part VI, Section C, Line 19

“Financial statements are available to the public on request”

Filing and Contact Details

Filer

Filer Name
Nepm Foundation Inc
EIN
88-2952280
Phone
9179744255
Address
29 MILLFARM LN, SOUTHAMPTON, NY 11968

Signing Officer

Name
Jeffrey S Phlegar
Title
President
Phone
9179744255
Signed
2024-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey S Phlegar
Formed
2022
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Firm
Forvis Mazars Llp
Address
200 SOUTH WOOD AVENUE SUITE 125, ISELIN, NJ 08830-2706
Preparer
Rachel Efthemes
Phone
7325492800
Raw XML Appendix360 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/Desc0RESEARCH AND DISCUSSIONS HAVE BEEN UNDERWAY SINCE INCORPORATION IN SUPPORT OF THE MISSION. THE ORGANIZATION INTENDS TO (1) ADD AN INDEPENDENT MEDICAL ADVISORY GROUP OF EXPERTS IN BRAIN CANCER ACROSS MULTIPLE DISCIPLINES; (2) SUPPORT RESEARCH AND FUNDING FOR BRAIN CANCER TREATMENT AND CURES; AND (3) PROVIDE FINANCIAL SUPPORT TO FAMILIES OF THOSE WITH BRAIN CANCER. SIGNIFICANT PROGRESS HAS BEEN MADE IN THESE AREAS.DURING 2023 THE ORGANIZATION ENTERED INTO A PARTNER AGREEMENT WITH FAMILY REACH FOUNDATION AND MADE A GRANT OF $55,000.WITH RESPECT TO SUPPORTING RESEARCH AND FUNDING FOR BRAIN CANCER TREATMENT AND CURES, MANY OPPORTUNITIES HAVE BEEN ANALYZED. ANALYSIS CONTINUED THROUGHOUT 2023 AND THE TRUSTEES EXPECT TO PROVIDE A GRANT TO RESULTS-ORIENTED INVESTIGATORS WITH THE POTENTIAL TO CREATE TRANSFORMATIVE TREATMENTS. THE TRUSTEES ALSO CONTINUED TO MEET WITH POTENTIAL CANDIDATES IN CALENDAR YEAR 2023 TO SOURCE AN INDEPENDENT MEDICAL ADVISORY GROUP OF EXPERTS IN BRAIN CANCER.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE; PRESIDENT
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A) THE CORPORATION ENTERED INTO A PARTNER AGREEMENT WITH FAMILY REACH FOUNDATION TO PROVIDE GRANTS FOR PATIENTS WITH A BRAIN CANCER DIAGNOSIS. ELIGIBILITY CRITERIA INCLUDED PATIENTS CURRENTLY IN ACTIVE TREATMENT IN THE U.S., VALIDATION BY A HEALTHCARE PROFESSIONAL AND INCOME OF 300% OR LESS OF THE FEDERAL POVERTY LEVEL. GRANTS WERE OFFERED TO COVER NON-MEDICAL EXPENSES, INCLUDING MORTGAGE/RENT PAYMENTS, UTILITIES, GROCERIES AND TRANSPORTATION FOR MEDICAL TREATMENT. FAMILY REACH FOUNDATION'S ROLE WAS EXCLUSIVELY ADMINISTRATIVE. THE FUND OPENED FOR PATIENT APPLICATIONS ON 1/1/24. B) FAMILY REACH FOUNDATION WAS FOUNDED IN 2003 AND HAS NATIONAL RECOGNITION FOR ITS MISSION OF FINANCIAL ASSISTANCE FOR CANCER PATIENTS AND THEIR FAMILIES. THE CORPORATION CONDUCTED EXTENSIVE DUE-DILIGENCE ON MANY ORGANIZATIONS BEFORE SELECTING A PARTNER TO ADMINISTER THIS GRANT. IMPACT REPORTING ON PATIENTS SERVED IS DELIVERED UPON THE EARLIER OF COMPLETION OF FUNDS DELIVERY OR EVERY 45 DAYS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JEFFREY S. PHLEGAR, SYDNEY E. PHLEGAR AND MAXXWELL T. HAMILTON ALL HAVE FAMILY RELATIONSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE GOVERNING BODY BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE UPDATED ANNUALLY, AT A MINIMUM. THE CORPORATION REVIEWS, MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS MAZARS LLP
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHEL EFTHEMES
ReturnHeader/ReturnTs02024-09-30T10:53:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$401,701
Liabilities
$812
Net assets
$400,889
Revenue
$268,961
Expenses
$66,409
Net income
$202,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.46$0.15$4.31$1.15$0.84$0.31
2023Detailed filing. Detailed filing data is available for this year.$4.02$0.01$4.01$2.69$0.66$2.03
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$2.08$0.10$1.98