Civic Intelligence

The Carlos R Munoz Foundation

990PF • Fiscal year 2016 • EIN 13-3986200

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profile
5 Renaissance Square Suite P3EWhite Plains, NY 10601

(213) 280-6247

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

6.3%

Faster asset growth than 61% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

147%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$445,161

Up $26,210 (+6.3%) from 2015

Net Assets

Up

$445,161

Up $26,210 (+6.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin91st percentile

Revenue

Up

$55,144

Up $32,828 (+147%) from 2015

Expenses

Down

$28,934

Down $5,230 (-15%) from 2015

Net Income

Up

$26,210

Up $38,058 (+321%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$600K$400K$200K$0Assets 2011: $374,154Liabilities 2011: $02011Assets 2012: $384,433Liabilities 2012: $02012Assets 2013: $403,821Liabilities 2013: $0Net Assets 2013: $403,8212013Assets 2014: $430,799Liabilities 2014: $0Net Assets 2014: $430,7992014Assets 2015: $418,951Liabilities 2015: $0Net Assets 2015: $418,9512015Assets 2016: $445,161Liabilities 2016: $0Net Assets 2016: $445,1612016Assets 2017: $405,115Liabilities 2017: $0Net Assets 2017: $405,1152017Assets 2018: $389,823Liabilities 2018: $0Net Assets 2018: $389,8232018Assets 2019: $350,682Liabilities 2019: $0Net Assets 2019: $350,6822019Assets 2020: $312,805Liabilities 2020: $0Net Assets 2020: $312,8052020Assets 2021: $316,818Liabilities 2021: $0Net Assets 2021: $316,8182021Assets 2022: $319,739Liabilities 2022: $0Net Assets 2022: $319,7392022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$445,161
Liabilities$0
Net Assets$445,161
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $45,351Expenses 2011: $42,373Net Income 2011: $2,9782011Revenue 2012: $51,534Expenses 2012: $41,255Net Income 2012: $10,2792012Revenue 2013: $23,498Expenses 2013: $4,110Net Income 2013: $19,3882013Revenue 2014: $60,275Expenses 2014: $33,297Net Income 2014: $26,9782014Revenue 2015: $22,316Expenses 2015: $34,164Net Income 2015: -$11,8482015Revenue 2016: $55,144Expenses 2016: $28,934Net Income 2016: $26,2102016Revenue 2017: $14,018Expenses 2017: $54,064Net Income 2017: -$40,0462017Revenue 2018: $12,033Expenses 2018: $27,325Net Income 2018: -$15,2922018Revenue 2019: $21,730Expenses 2019: $60,871Net Income 2019: -$39,1412019Revenue 2020: $67,057Expenses 2020: $104,934Net Income 2020: -$37,8772020Revenue 2021: $12,975Expenses 2021: $8,962Net Income 2021: $4,0132021Revenue 2022: $7,032Expenses 2022: $4,111Net Income 2022: $2,9212022Revenue 2023: -$69,760Expenses 2023: $265,297Net Income 2023: -$335,0572023

Highlighted filing

2016

Revenue$55,144
Expenses$28,934
Net Income$26,210
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carlos R MunozOfficer-$0--
Carla Munoz SlaughterOfficer-$0--
Kyle A MunozOfficer-$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
5 Renaissance Square Suite P3E, White Plains, NY 10601

Signing Officer

Name
Carlos Munoz
Title
President
Phone
2132806247
Signed
2017-05-11
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
6312450530
Raw XML Appendix356 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/Amt01750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MARINA POINTE LLP
DistributionFromCorpusElection/ElectionDesc0PURSUANT 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 $25,000 AS BEING MADE OUT OF CORPUS.
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt013700 MARINA POINTE DRIVE NO 632
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Marina del Rey
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090292
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARINA POINTE LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02132806247
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CARLOS R MUNOZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Columbia University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0116 Street Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010027
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt041000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011468
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013117
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0124601
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt039351
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0124601
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0112718
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt025000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Carlos R Munoz
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05 Renaissance Square P3E
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0White Plains
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010601
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt049904
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt049904
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0790 Shares Microsoft Corp.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ALM-NY LAW JOURNAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS DEPT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01731
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES-MERRILL LYNCH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01731
TaxesSchedule/TaxesDetail/Amt0203
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLOS MUNOZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02132806247
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Carlos R Munoz Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0133986200
ReturnHeader/Filer/InCareOfNm0% MARINA POINTE LLP
ReturnHeader/Filer/PhoneNum02132806247
ReturnHeader/Filer/USAddress/AddressLine1Txt05 Renaissance Square Suite P3E
ReturnHeader/Filer/USAddress/CityNm0White Plains
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B5A4CEAED08CB4BAE85DBBA3A841FD5422631C56
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId033F28D76532D8820AFCA079A540604B6895C1B57
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId096794020171325000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.62.232.226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marina Pointe LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013700 Marina Pointe Dr No 632
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marina del Rey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090292
ReturnHeader/PreparerPersonGrp/PhoneNum06312450530
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melissa Moskal
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-12T17:54:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$445,161
Liabilities
$0
Net assets
$445,161
Revenue
$55,144
Expenses
$28,934
Net income
$26,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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