Civic Intelligence

Mj & Aw Carson Foundation Co Charles Pulman

990PF • Fiscal year 2023 • EIN 02-0613317

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 22, 2024

Organization Profile
901 Main Street 3700Dallas, TX 75202

(585) 329-0585

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

48th percentile

1.0%

Faster asset growth than 48% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-7.4%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$990,445

Up $9,572 (+1.0%) from 2022

Net Assets

Up

$990,445

Up $9,572 (+1.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin68th percentile

Revenue

Down

$65,803

Down $5,282 (-7.4%) from 2022

Expenses

Down

$56,002

Down $38,413 (-41%) from 2022

Net Income

Up

$9,801

Up $33,131 (+142%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,053,417Liabilities 2011: $02011Assets 2012: $1,035,228Liabilities 2012: $12012Assets 2013: $1,033,704Liabilities 2013: $0Net Assets 2013: $1,033,7042013Assets 2014: $1,047,522Liabilities 2014: $0Net Assets 2014: $1,047,5222014Assets 2015: $1,017,534Liabilities 2015: $0Net Assets 2015: $1,017,5342015Assets 2016: $1,018,641Liabilities 2016: $0Net Assets 2016: $1,018,6412016Assets 2017: $986,132Liabilities 2017: $0Net Assets 2017: $986,1322017Assets 2018: $1,001,446Liabilities 2018: $0Net Assets 2018: $1,001,4462018Assets 2019: $1,007,621Liabilities 2019: $0Net Assets 2019: $1,007,6212019Assets 2020: $971,131Liabilities 2020: $0Net Assets 2020: $971,1312020Assets 2021: $1,004,108Liabilities 2021: $0Net Assets 2021: $1,004,1082021Assets 2022: $980,873Liabilities 2022: $0Net Assets 2022: $980,8732022Assets 2023: $990,445Liabilities 2023: $0Net Assets 2023: $990,4452023Assets 2024: $993,634Liabilities 2024: $0Net Assets 2024: $993,6342024

Highlighted filing

2023

Assets$990,445
Liabilities$0
Net Assets$990,445
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $43,545Expenses 2011: $40,859Net Income 2011: $2,6862011Revenue 2012: $36,818Expenses 2012: $55,007Net Income 2012: -$18,1892012Revenue 2013: $45,110Expenses 2013: $49,248Net Income 2013: -$4,1382013Revenue 2014: $62,111Expenses 2014: $49,842Net Income 2014: $12,2692014Revenue 2015: $58,648Expenses 2015: $90,219Net Income 2015: -$31,5712015Revenue 2016: $46,723Expenses 2016: $46,868Net Income 2016: -$1452016Revenue 2017: $69,953Expenses 2017: $103,136Net Income 2017: -$33,1832017Revenue 2018: $79,067Expenses 2018: $51,612Net Income 2018: $27,4552018Revenue 2019: $70,727Expenses 2019: $64,528Net Income 2019: $6,1992019Revenue 2020: $48,249Expenses 2020: $84,561Net Income 2020: -$36,3122020Revenue 2021: $122,063Expenses 2021: $88,961Net Income 2021: $33,1022021Revenue 2022: $71,085Expenses 2022: $94,415Net Income 2022: -$23,3302022Revenue 2023: $65,803Expenses 2023: $56,002Net Income 2023: $9,8012023Revenue 2024: $226,799Expenses 2024: $223,610Net Income 2024: $3,1892024

Highlighted filing

2023

Revenue$65,803
Expenses$56,002
Net Income$9,801
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 22, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY C CARSONPresident-$0--
JENNIFER WILENVice President-$0--
SHARON L CARSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mj & Aw Carson Foundation
EIN
02-0613317
Phone
5853290585
Address
901 MAIN STREET 3700, DALLAS, TX 75202

Signing Officer

Name
Mary C Carson
Title
President
Signed
2024-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Coleman and Company
Address
690 POPLAR CT, GRAND JUNCTION, CO 81507
Preparer
Matthew R Coleman
Phone
9702479071
Raw XML Appendix263 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/UndistributedIncomeGrp/UndistributedIncomeCYAmt059636
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt036864
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01680
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID FEDERAL EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0960
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0960
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0386
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTED PER BROKERAGE STMT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0157
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0939
TaxesSchedule/TaxesDetail/Amt1390
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0939
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1390
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY C CARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MJ & AW CARSON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO CHARLES PULMAN
ReturnHeader/Filer/BusinessNameControlTxt0MJ&A
ReturnHeader/Filer/EIN0020613317
ReturnHeader/Filer/PhoneNum05853290585
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 MAIN STREET 3700
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841596158
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLEMAN AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0690 POPLAR CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND JUNCTION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081507
ReturnHeader/PreparerPersonGrp/PhoneNum09702479071
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew R Coleman
ReturnHeader/ReturnTs02024-02-22T14:56:45-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$990,445
Liabilities
$0
Net assets
$990,445
Revenue
$65,803
Expenses
$56,002
Net income
$9,801
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.$0.99$0.00$0.99$0.23$0.22$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.07$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.12$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.08$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.05$0.00
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.04$0.06$0.02
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.04$0.04$0.00