Civic Intelligence

Fernholz Foundation

990PF • Fiscal year 2021 • EIN 90-0403980

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 28, 2022

12 Dogwood LanePrinceton, NJ 08540

(609) 924-4983

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.00x

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Net Margin

5th percentile

-406%

Higher net margin than 5% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Asset Growth

9th percentile

-4.8%

Faster asset growth than 9% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-60%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Down

$18,578,567

Down $945,085 (-4.8%) from 2020

Net Assets

Down

$18,578,567

Down $945,085 (-4.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$232,795

Down $355,151 (-60%) from 2020

Expenses

Up

$1,177,880

Up $20,349 (+1.8%) from 2020

Net Income

Down

-$945,085

Down $375,500 (-66%) from 2020

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $15,755,994Liabilities 2011: $02011Assets 2012: $14,620,059Liabilities 2012: $0Net Assets 2012: $14,620,0592012Assets 2013: $14,121,157Liabilities 2013: $0Net Assets 2013: $14,121,1572013Assets 2014: $14,116,330Liabilities 2014: $12014Assets 2015: $13,427,674Liabilities 2015: $0Net Assets 2015: $13,427,6742015Assets 2016: $12,805,136Liabilities 2016: $0Net Assets 2016: $12,805,1362016Assets 2017: $17,603,478Liabilities 2017: $0Net Assets 2017: $17,603,4782017Assets 2018: $19,972,212Liabilities 2018: $0Net Assets 2018: $19,972,2122018Assets 2019: $20,093,237Liabilities 2019: $0Net Assets 2019: $20,093,2372019Assets 2020: $19,523,652Liabilities 2020: $0Net Assets 2020: $19,523,6522020Assets 2021: $18,578,567Liabilities 2021: $0Net Assets 2021: $18,578,5672021Assets 2022: $17,926,701Liabilities 2022: $0Net Assets 2022: $17,926,7012022Assets 2023: $17,429,617Liabilities 2023: $12023Assets 2024: $16,663,482Liabilities 2024: $0Net Assets 2024: $16,663,4822024

Highlighted filing

2021

Assets$18,578,567
Liabilities$0
Net Assets$18,578,567

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,227,111Expenses 2011: $764,713Net Income 2011: $462,3982011Expenses 2012: $2,738,2862012Revenue 2013: $479,245Expenses 2013: $978,147Net Income 2013: -$498,9022013Revenue 2014: $1,391,256Expenses 2014: $817,179Net Income 2014: $574,0772014Revenue 2015: $266,253Expenses 2015: $954,909Net Income 2015: -$688,6562015Revenue 2016: $308,319Expenses 2016: $930,857Net Income 2016: -$622,5382016Revenue 2017: $8,181,278Expenses 2017: $809,660Net Income 2017: $7,371,6182017Revenue 2018: $3,588,707Expenses 2018: $1,271,469Net Income 2018: $2,317,2382018Revenue 2019: $6,350,586Expenses 2019: $6,229,561Net Income 2019: $121,0252019Revenue 2020: $587,946Expenses 2020: $1,157,531Net Income 2020: -$569,5852020Revenue 2021: $232,795Expenses 2021: $1,177,880Net Income 2021: -$945,0852021Revenue 2022: $345,506Expenses 2022: $997,372Net Income 2022: -$651,8662022Revenue 2023: $300,400Expenses 2023: $797,484Net Income 2023: -$497,0842023Revenue 2024: $497,368Expenses 2024: $1,263,503Net Income 2024: -$766,1352024

Highlighted filing

2021

Revenue$232,795
Expenses$1,177,880
Net Income-$945,085
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 28, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
E ROBERT FERNHOLZDirector, Secretary-$0--
LUISA T FERNHOLZDirector, PresidentPT$0--
RICARDO T FERNHOLZDirector-$0--
STEPHEN A BRIGANTIDirector-$0--
DANIEL T FERNHOLZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fernholz Foundation
EIN
90-0403980
In Care Of
% DR LUISA T FERNHOLZ
Phone
6099244983
Address
12 DOGWOOD LANE, PRINCETON, NJ 08540

Signing Officer

Name
E Robert Fernholz
Title
Foundation Manager
Phone
6099244983
Signed
2022-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Wilkin & Guttenplan Pc
Address
1200 TICES LANE, EAST BRUNSWICK, NJ 08816
Preparer
Lauren Landolfi CPA
Phone
7328463000
Raw XML Appendix336 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE STATE OF NEW JERSEY, NEW JERSEY OFFICE OF THE ATTORNEY GENERAL, NO LONGER REQUIRES A FOUNDATION WHICH RECEIVES CHARITABLE CONTRIBUTIONS ONLY FROM THE FOUNDER TO REGISTER. THEREFORE, NJ DOES NOT REQUIRE THE SUBMISSION OF THE FEDERAL FORM 990-PF. THE STATE OF DELAWARE, DELAWARE OFFICE OF THE ATTORNEY GENERAL, ONLY REQUIRES A COPY OF FEDERAL FORM 990-PF FOR PRIVATE FOUNDATIONS CONDUCTING ACTIVITY IN THE STATE OF DELAWARE. THE TAXPAYER DOES NOT CONDUCT ANY ACTIVITIES IN THE STATE, THEREFORE DELAWARE DOES NOT REQUIRE THE SUBMISSION OF THE FEDERAL FORM 990-PF.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0E ROBERT FERNHOLZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LUISA T FERNHOLZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICARDO T FERNHOLZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3STEPHEN A BRIGANTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DANIEL T FERNHOLZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt11 EINSTEIN DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt520000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DEPARTMENT OF MATHEMATICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Department of Mathematics
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DEPARTMENT OF MATHEMATICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOOL OF MATHEMATICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4RESEARCH IN NEUROSCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT - AFFORDABLE HOUSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COLUMBIA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PRESIDENT AND FELLOWS OF HARVARD COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PRINCETON UNIVERSITY MATH DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3INSTITUTE FOR ADVANCED STUDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WEILL CORNELL MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PRINCETON COMMUNITY HOUSING INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0622 WEST 113TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11033 Massachusetts Ave Ste 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2330 ALEXANDER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 EINSTEIN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41300 YORK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51 MONUMENT DRIVE LOWER LEVEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PRINCETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PRINCETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PRINCETON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd308540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd508540
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0455000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01170000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01100290
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01100290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt097425
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04917831
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05088906
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt073650
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt097425
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04917831
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01173940
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt073650
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05088906
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05015256
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0116648
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CORPORATE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1349
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0E ROBERT FERNHOLZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum06099244983
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FERNHOLZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FERN
ReturnHeader/Filer/EIN0900403980
ReturnHeader/Filer/InCareOfNm0% DR LUISA T FERNHOLZ
ReturnHeader/Filer/PhoneNum06099244983
ReturnHeader/Filer/USAddress/AddressLine1Txt012 DOGWOOD LANE
ReturnHeader/Filer/USAddress/CityNm0PRINCETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILKIN & GUTTENPLAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 TICES LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST BRUNSWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008816
ReturnHeader/PreparerPersonGrp/PhoneNum07328463000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN LANDOLFI CPA
ReturnHeader/ReturnTs02022-06-29T20:11:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0E ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERNHOLZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.50$1.26$0.77
2023Summary only. Only limited summary data is available for this year.$17.4$0.00$0.30$0.80$0.50
2022Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.35$1.00$0.65
2021Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$0.23$1.18$0.95
2020Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$0.59$1.16$0.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$0.00$20.1$6.35$6.23$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.00$20.0$3.59$1.27$2.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$17.6$8.18$0.81$7.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$0.31$0.93$0.62
2015Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.27$0.95$0.69
2014Summary only. Only limited summary data is available for this year.$14.1$0.00$1.39$0.82$0.57
2013Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.48$0.98$0.50
2012Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$2.74
2011Summary only. Only limited summary data is available for this year.$15.8$0.00$1.23$0.76$0.46