Civic Intelligence

Giarla Michelson & Carr Charitable Foundation

990PF • Fiscal year 2021 • EIN 01-0656784

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 20, 2022

Organization Profile
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

72nd percentile

0.00x

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.00x

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Net Margin

10th percentile

-146%

Higher net margin than 10% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Asset Growth

29th percentile

-0.9%

Faster asset growth than 29% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

253%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$1,214,321

Down $10,512 (-0.9%) from 2020

Net Assets

Down

$1,214,321

Down $10,512 (-0.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin10th percentile

Revenue

Up

$29,058

Up $20,824 (+253%) from 2020

Expenses

Up

$71,588

Up $5,495 (+8.3%) from 2020

Net Income

Up

-$42,530

Up $15,329 (+26%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

2021

Assets$1,214,321
Liabilities$0
Net Assets$1,214,321
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

2021

Revenue$29,058
Expenses$71,588
Net Income-$42,530
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 20, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL J GIARLAPresident-$0--
ELLEN H MICHELSONVP/Secretary-$0--
ANNETTE GIARLA-CARRVP-$0--
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
2022-04-20

Preparer

Firm
Fankhauser Tax Associates LLC
Address
5994 BARTHELEMY AVE, NAPLES, FL 34113
Preparer
Jamie Fankhauser Ea
Phone
2812923420
Raw XML Appendix331 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
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL J GIARLA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHAPEL HILL
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027517
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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 2021 CASH CONTR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ELLEN MICHELSON - NO 2021 CASH CONT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2ANNETTE GIARLA-CARR - NO 2021 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd002132
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C-3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE ATTACHED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
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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/AppliedToCurrentYearAmt061172
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061256
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013493
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07997
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07997
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045089
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010416
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08008
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012269
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013493
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0903
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071588
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010416
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt053086
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042670
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHECKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027
OtherIncreasesSchedule/OtherIncreasesDetail/Amt032018
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAINS REALIZED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0525
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16067
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FANKHAUSER TAX ASSOCIATES, LLC TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1NEW WORLD ADVISORS INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06067
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt029
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J GIARLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09192709458
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-20
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/PreparerFirmEIN0272821820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FANKHAUSER TAX ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05994 BARTHELEMY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034113
ReturnHeader/PreparerPersonGrp/PhoneNum02812923420
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE FANKHAUSER EA
ReturnHeader/ReturnTs02022-04-22T07:02:17-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GIARLA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,214,321
Liabilities
$0
Net assets
$1,214,321
Revenue
$29,058
Expenses
$71,588
Net income
-$42,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.02$0.07$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.02$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.02$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.03$0.07$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.01$0.07$0.06
2019Summary only. Only limited summary data is available for this year.$1.24$0.00$0.03$0.07$0.05
2015Summary only. Only limited summary data is available for this year.$1.27$0.00$0.01$0.08$0.07
2014Summary only. Only limited summary data is available for this year.$1.33$0.00$0.08$0.06$0.02
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$0.00$0.03$0.03
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$0.00$0.04$0.03
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.03$0.03$0.00