Civic Intelligence

Giarla Michelson & Carr Charitable Foundation

990PF • Fiscal year 2020 • EIN 01-0656784

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 03, 2021

4324 Trenton RdChapel Hill, NC 27517

(919) 270-9458

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

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

Liabilities / Revenue

71st percentile

0.00x

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

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

Net Margin

5th percentile

-703%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

41st percentile

-1.5%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

15th percentile

-68%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Down

$1,224,833

Down $18,252 (-1.5%) from 2019

Net Assets

$1,224,833

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$8,234

Down $17,702 (-68%) from 2019

Expenses

Down

$66,093

Down $6,917 (-9.5%) from 2019

Net Income

Down

-$57,859

Down $10,785 (-23%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,109,761Liabilities 2011: $02011Assets 2012: $1,077,401Liabilities 2012: $02012Assets 2013: $1,051,600Liabilities 2013: $02013Assets 2014: $1,333,992Liabilities 2014: $02014Assets 2015: $1,268,150Liabilities 2015: $02015Assets 2019: $1,243,085Liabilities 2019: $02019Assets 2020: $1,224,833Liabilities 2020: $0Net Assets 2020: $1,224,8332020Assets 2021: $1,214,321Liabilities 2021: $0Net Assets 2021: $1,214,3212021Assets 2022: $1,175,965Liabilities 2022: $0Net Assets 2022: $1,175,9652022Assets 2023: $1,107,077Liabilities 2023: $0Net Assets 2023: $1,107,0772023Assets 2024: $1,035,931Liabilities 2024: $0Net Assets 2024: $1,035,9312024

Highlighted filing

2020

Assets$1,224,833
Liabilities$0
Net Assets$1,224,833

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $31,215Expenses 2011: $33,500Net Income 2011: -$2,2852011Revenue 2012: $2,640Expenses 2012: $35,000Net Income 2012: -$32,3602012Revenue 2013: $4,140Expenses 2013: $29,940Net Income 2013: -$25,8002013Revenue 2014: $84,496Expenses 2014: $59,673Net Income 2014: $24,8232014Revenue 2015: $12,583Expenses 2015: $78,425Net Income 2015: -$65,8422015Revenue 2019: $25,936Expenses 2019: $73,010Net Income 2019: -$47,0742019Revenue 2020: $8,234Expenses 2020: $66,093Net Income 2020: -$57,8592020Revenue 2021: $29,058Expenses 2021: $71,588Net Income 2021: -$42,5302021Revenue 2022: $21,383Expenses 2022: $76,430Net Income 2022: -$55,0472022Revenue 2023: $22,488Expenses 2023: $73,923Net Income 2023: -$51,4352023Revenue 2024: $23,643Expenses 2024: $70,491Net Income 2024: -$46,8482024

Highlighted filing

2020

Revenue$8,234
Expenses$66,093
Net Income-$57,859
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 3, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL J GIARLAPresident-$0--
ELLEN H MICHELSONVP/Secretary-$0--
ANNETTE GIARLA-CARRVP-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVARIOUS 501C-3 CHARITIESSEE ATTACHED501C-3CHAPEL HILL, NC, US$66,010
Filing and Contact Details

Filer

Filer Name
Giarla Michelson & Carr Charitable Foundation
EIN
01-0656784
Phone
9192709458
Address
4324 TRENTON RD, CHAPEL HILL, NC 27517

Signing Officer

Name
Michael J Giarla
Title
President
Phone
9192709458
Signed
2021-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Fankhauser Tax Associates LLC
Address
102 RUSSET BEND PL S, MONTGOMERY, TX 77316
Preparer
Jamie Fankhauser Ea
Phone
2812923420
Raw XML Appendix350 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL J GIARLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELLEN H MICHELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANNETTE GIARLA-CARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2813 LEIGH AVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127517
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt066093
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt066093
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt066093
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL J GIARLA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04324 TRENTON RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHAPEL HILL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027517
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09192709458
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL GIARLA - NO 2020 CASH CONTR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ELLEN MICHELSON - NO 2020 CASH CONT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2ANNETTE GIARLA-CARR - NO 2020 CASH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0ROXBURY LATIN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0501C-3
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0101 ST THERESA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0WEST ROXBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd002132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt066010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS 501C-3 CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C-3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027517
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt010000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt066010
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/AppliedToCurrentYearAmt058085
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058088
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013493
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt042670
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08008
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012269
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013493
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0903
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07997
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066093
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08008
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049795
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041787
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHECKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt028
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt028
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt028
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncreasesSchedule/OtherIncreasesDetail/Amt039607
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAINS REALIZED
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J GIARLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09192709458
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GIARLA MICHELSON & CARR CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GIAR
ReturnHeader/Filer/EIN0010656784
ReturnHeader/Filer/PhoneNum09192709458
ReturnHeader/Filer/USAddress/AddressLine1Txt04324 TRENTON RD
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FANKHAUSER TAX ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 RUSSET BEND PL S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077316
ReturnHeader/PreparerPersonGrp/PhoneNum02812923420
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE FANKHAUSER EA
ReturnHeader/ReturnTs02021-03-05T03:22:51-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GIARLA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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