Civic Intelligence

The Carter Family Foundation

EIN 01-0660673 • Annapolis, MD

1909 Martins Cove CTAnnapolis, MD 21409
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

90th percentile

63%

Faster asset growth than 90% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1342%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$151,681

Up $58,864 (+63%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$151,681

Up $58,864 (+63%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin85th percentile

Revenue

Up

$15,267

Up $14,208 (+1342%) from 2023

Expenses

Up

$9,509

Up $8,291 (+681%) from 2023

Net Income

Up

$5,758

Up $5,917 (+3721%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $21,017Liabilities 2011: $02011Assets 2012: $24,172Liabilities 2012: $02012Assets 2013: $30,616Liabilities 2013: $6162013Assets 2014: $30,324Liabilities 2014: $1,1302014Assets 2015: $27,393Liabilities 2015: $6912015Assets 2019: $42,655Liabilities 2019: $100Net Assets 2019: $42,5552019Assets 2020: $72,498Liabilities 2020: $100Net Assets 2020: $72,3982020Assets 2021: $90,849Liabilities 2021: $100Net Assets 2021: $90,7492021Assets 2022: $42,333Liabilities 2022: $0Net Assets 2022: $42,3332022Assets 2023: $92,817Liabilities 2023: $0Net Assets 2023: $92,8172023Assets 2024: $151,681Liabilities 2024: $0Net Assets 2024: $151,6812024

Highlighted filing

2024

Assets$151,681
Liabilities$0
Net Assets$151,681
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0-$5.0KRevenue 2011: $247Expenses 2011: $165Net Income 2011: $822011Revenue 2012: $70Expenses 2012: $504Net Income 2012: -$4342012Revenue 2013: $208Expenses 2013: $1,567Net Income 2013: -$1,3592013Revenue 2014: $406Expenses 2014: $1,726Net Income 2014: -$1,3202014Revenue 2015: $519Expenses 2015: $1,493Net Income 2015: -$9742015Revenue 2019: -$671Expenses 2019: $375Net Income 2019: -$1,0462019Revenue 2020: $46Expenses 2020: $510Net Income 2020: -$4642020Revenue 2021: $4,377Expenses 2021: $3,545Net Income 2021: $8322021Revenue 2022: $2,429Expenses 2022: $6,942Net Income 2022: -$4,5132022Revenue 2023: $1,059Expenses 2023: $1,218Net Income 2023: -$1592023Revenue 2024: $15,267Expenses 2024: $9,509Net Income 2024: $5,7582024

Highlighted filing

2024

Revenue$15,267
Expenses$9,509
Net Income$5,758
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,681
Liabilities
$0
Net assets
$151,681
Revenue
$15,267
Expenses
$9,509
Net income
$5,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.15$0.10$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.01$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.02$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.00$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.01$0.00$0.01
2015Summary only. Only limited summary data is available for this year.$0.27$0.01$0.01$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.30$0.01$0.00$0.02$0.01
2013Summary only. Only limited summary data is available for this year.$0.31$0.01$0.00$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.00$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 2, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RODGER B CARTERManager-$0--
KATHARINE B CARTERSecretary-$0--
RODGER B CARTER JRTrustee-$0--
THOMAS B CARTERTrustee-$0--
DAVID G CARTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Carter Family Foundation
EIN
01-0660673
Phone
4107575966
Address
1909 MARTINS COVE CT, ANNAPOLIS, MD 21409

Signing Officer

Name
Rodger B Carter
Title
Manager
Phone
4102713389
Signed
2025-04-02

Preparer

Firm
A Rohm Smith & Company
Address
11832 ROCK LANDING DR STE 101, NEWPORT NEWS, VA 23606-4277
Preparer
Theresa Rohm CPA
Phone
7572239602
Raw XML Appendix343 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ROY M. CARTER SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2BOX OF RAIN SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3WILDCAT FIMD SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ERIK KRISTESEN MEM SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NC STATE COLLEGE OF NATURAL RESOURC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE LIGHT HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ANNAPOLIS MARITIME MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3OUR LADY OF GOOD COUNSEL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GRASSROOTS CRISIS INTERVENTION CENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNIVERSITY OF NEW ENGLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6GONZAGA COLLEGE HIGH SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)3
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0CAMPUS BOX 7207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110 HUDSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 3088
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38601 WOLFTRAP ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46700 FREETOWN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5716 STEVENS WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt619 EYE STREET NW
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03535
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06417
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt01999
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01999
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06551
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt05015
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06417
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03535
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt069
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt069
OtherIncreasesSchedule/OtherIncreasesDetail/Amt053106
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN FMV
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0936
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0936
TaxesSchedule/TaxesDetail/Amt0885
TaxesSchedule/TaxesDetail/Amt1343
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX 2023
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX 2019
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0885
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1343
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RODGER B CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04102713389
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CARTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0010660673
ReturnHeader/Filer/PhoneNum04107575966
ReturnHeader/Filer/USAddress/AddressLine1Txt01909 MARTINS COVE CT
ReturnHeader/Filer/USAddress/CityNm0ANNAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021409
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813356257
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A ROHM SMITH & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011832 ROCK LANDING DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT NEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0236064277
ReturnHeader/PreparerPersonGrp/PhoneNum07572239602
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA ROHM CPA
ReturnHeader/ReturnTs02025-04-14T15:58:07-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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