The Carlos R Munoz Foundation

990PF • Fiscal year 2014 • EIN 13-3986200

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile

13 Club Pointe DriveSuiteWhite Plains, NY 10605

(213) 280-6247

Siviq Scores

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

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

45%

Higher net margin than 90% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

6.7%

Faster asset growth than 62% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

157%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets58th percentile

Assets

$430,799

Up $26,978 (+6.7%) from 2013

Net Assets

$430,799

Up $26,978 (+6.7%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin90th percentile

Revenue

$60,275

Up $36,777 (+157%) from 2013

Expenses

$33,297

Up $29,187 (+710%) from 2013

Net Income

$26,978

Up $7,590 (+39%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

Highlighted filing

2014

Assets$430,799

Liabilities$0

Net Assets$430,799

Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

Highlighted filing

2014

Revenue$60,275

Expenses$33,297

Net Income$26,978

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: May 11, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Carlos R Munoz	Officer As Needed	-	$0	-	-
Carla Munoz Slaughter	Officer As Needed	-	$0	-	-
Kyle A Munoz	Officer As Needed	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Carlos R Munoz Foundation
EIN: 13-3986200
In Care Of: % MARINA POINTE LLP
Phone: 2132806247
Address: 13 Club Pointe Drive, Suite, White Plains, NY 10605

Signing Officer

Name: Carlos Munoz
Title: Trustee
Phone: 9149490335
Signed: 2015-05-11
Discuss with paid preparer: Yes

Preparer

Firm: Marina Pointe LLP
Address: 13700 Marina Pointe Dr No 632, Marina del Rey, CA 90292
Preparer: Melissa Moskal
Phone: 9149490335

Raw XML Appendix334 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	MARINA POINTE LLP
DistributionFromCorpusElection/ElectionDesc	0	PURSUANT TO IRC SECTION 4942(H)(2) REG. 53-4942(A)-3(D)(2), THE CARLOS R. MUNOZ FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $30,000 AS BEING MADE OUT OF CORPUS.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	29246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	7013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	202153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	2011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	20040
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	180 SHS TRAVELERS CO
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	MARINA POINTE LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2132806247
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	CARLOS R MUNOZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	RELIGIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Grace Espiscopal Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Columbia University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	33 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	116 Street Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	WHITE PLAINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10027
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	30000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	14195
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	14195
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	41000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	40000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	14195
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	97055
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	30000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	41000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	25805
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	30000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	97055
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	81250
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	30000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Carlos R Munoz
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	13 Club Pointe Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	White Plains
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	10605
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	35000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ALM-NY LAW JOURNAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	NYS DEPT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1077
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MANAGEMENT FEES-MERRILL LYNCH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1077
TaxesSchedule/TaxesDetail/Amt	0	230
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Carlos Munoz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9149490335
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Carlos R Munoz Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	CARL
ReturnHeader/Filer/EIN	0	133986200
ReturnHeader/Filer/InCareOfNm	0	% MARINA POINTE LLP
ReturnHeader/Filer/PhoneNum	0	2132806247
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	13 Club Pointe Drive
ReturnHeader/Filer/USAddress/AddressLine2Txt	0	Suite
ReturnHeader/Filer/USAddress/CityNm	0	White Plains
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Marina Pointe LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	13700 Marina Pointe Dr No 632
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Marina del Rey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	90292
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9149490335
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Melissa Moskal
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2015-05-11T19:26:47-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $430,799
Liabilities: $0
Net assets: $430,799
Revenue: $60,275
Expenses: $33,297
Net income: $26,978

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.70	$2.65	$3.35
2022Detailed filing. Detailed filing data is available for this year.	$3.20	$0.00	$3.20	$0.07	$0.04	$0.03
2021Detailed filing. Detailed filing data is available for this year.	$3.17	$0.00	$3.17	$0.13	$0.09	$0.04
2020Detailed filing. Detailed filing data is available for this year.	$3.13	$0.00	$3.13	$0.67	$1.05	$0.38
2019Detailed filing. Detailed filing data is available for this year.	$3.51	$0.00	$3.51	$0.22	$0.61	$0.39
2018Detailed filing. Detailed filing data is available for this year.	$3.90	$0.00	$3.90	$0.12	$0.27	$0.15
2017Detailed filing. Detailed filing data is available for this year.	$4.05	$0.00	$4.05	$0.14	$0.54	$0.40
2016Detailed filing. Detailed filing data is available for this year.	$4.45	$0.00	$4.45	$0.55	$0.29	$0.26
2015Detailed filing. Detailed filing data is available for this year.	$4.19	$0.00	$4.19	$0.22	$0.34	$0.12
2014Detailed filing. Detailed filing data is available for this year.	$4.31	$0.00	$4.31	$0.60	$0.33	$0.27
2013Detailed filing. Detailed filing data is available for this year.	$4.04	$0.00	$4.04	$0.23	$0.04	$0.19
2012Summary only. Only limited summary data is available for this year.	$3.84	$0.00		$0.52	$0.41	$0.10
2011Summary only. Only limited summary data is available for this year.	$3.74	$0.00		$0.45	$0.42	$0.03