Civic Intelligence

Carter Family Foundation Inc.

990PF • Fiscal year 2012 • EIN 20-4008923

Jul 01, 2011 to Jun 30, 2012 • Filed on May 13, 2013

Organization Profile
1777 Botelho Drive No 30094596
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

20th percentile

-5.0%

Faster asset growth than 20% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,798,561

Down $95,069 (-5.0%) from 2011

Net Assets

Down

$1,798,561

Down $95,069 (-5.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$37,033

Down $1,027 (-2.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,893,630Liabilities 2011: $0Net Assets 2011: $1,893,6302011Assets 2012: $1,798,561Liabilities 2012: $0Net Assets 2012: $1,798,5612012Assets 2013: $2,148,072Liabilities 2013: $12013Assets 2014: $2,063,792Liabilities 2014: $0Net Assets 2014: $2,063,7922014Assets 2015: $2,049,061Liabilities 2015: $0Net Assets 2015: $2,049,0612015Assets 2016: $1,977,059Liabilities 2016: $0Net Assets 2016: $1,977,0592016Assets 2017: $1,878,676Liabilities 2017: $0Net Assets 2017: $1,878,6762017Assets 2018: $1,387,713Liabilities 2018: $0Net Assets 2018: $1,387,7132018Assets 2019: $1,147,722Liabilities 2019: $0Net Assets 2019: $1,147,7222019Assets 2020: $915,493Liabilities 2020: $0Net Assets 2020: $915,4932020Assets 2021: $912,668Liabilities 2021: $0Net Assets 2021: $912,6682021Assets 2022: $1,000,349Liabilities 2022: $0Net Assets 2022: $1,000,3492022Assets 2023: $1,290,365Liabilities 2023: $0Net Assets 2023: $1,290,3652023Assets 2024: $1,063,788Liabilities 2024: $0Net Assets 2024: $1,063,7882024

Highlighted filing

2012

Assets$1,798,561
Liabilities$0
Net Assets$1,798,561
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $38,0602011Expenses 2012: $37,0332012Revenue 2013: $319,669Expenses 2013: $82,394Net Income 2013: $237,2752013Revenue 2014: $66,401Expenses 2014: $164,293Net Income 2014: -$97,8922014Revenue 2015: $352,339Expenses 2015: $365,178Net Income 2015: -$12,8392015Revenue 2016: $314,128Expenses 2016: $386,130Net Income 2016: -$72,0022016Revenue 2017: $509,263Expenses 2017: $607,646Net Income 2017: -$98,3832017Revenue 2018: $43,834Expenses 2018: $534,797Net Income 2018: -$490,9632018Revenue 2019: $41,048Expenses 2019: $281,039Net Income 2019: -$239,9912019Revenue 2020: $0Expenses 2020: $232,229Net Income 2020: -$232,2292020Revenue 2021: $10Expenses 2021: $2,835Net Income 2021: -$2,8252021Revenue 2022: $291,128Expenses 2022: $203,447Net Income 2022: $87,6812022Revenue 2023: $262,811Expenses 2023: $240,455Net Income 2023: $22,3562023Revenue 2024: $0Expenses 2024: $226,577Net Income 2024: -$226,5772024

Highlighted filing

2012

Revenue-
Expenses$37,033
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 13, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK S CARTERDirector-$0--
JULIA H CARTERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUC REGENTSTO SUPPORT THE CAREER COUNSELING DEPARTMENTPUBLIC CHARITYBERKELEY, CA, US$20,000
Filing and Contact Details

Filer

EIN
20-4008923
Raw XML AppendixShowing 400 of 409 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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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0ALPHA SHARES GREEN DRAGON FUND, LP
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IRS990PF/SupplementaryInformation/ContributingManager1JULIA H CARTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount020000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO SUPPORT THE CAREER COUNSELING DEPARTMENT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10DEPARTMENT OF ATHLETICS 195 HAAS
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear024962
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0116804
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2014928
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus014928
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY014928
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions024962
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover014928
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY076914
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount0122325
OtherDecreasesSchedule/OtherDecreases/Amount17115
OtherDecreasesSchedule/OtherDecreases/Description0UNREALIZED LOSSES ON INVESTMENTS
OtherDecreasesSchedule/OtherDecreases/Description1GAIN/(LOSS) ON FX TRANSLATION
OtherExpensesSchedule/OtherExpenses/Description0LICENSES & FEES
OtherExpensesSchedule/OtherExpenses/Description1BANK FEES
OtherExpensesSchedule/OtherExpenses/Description2OTHER EXPENSES FROM PASSTHROUGH ENTITIES
OtherExpensesSchedule/OtherExpenses/Description3OTHER
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps035
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps30
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome11033
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome26325
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome3146
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks035
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11033
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks26325
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3146
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0-181
OtherIncomeSchedule2/OtherIncome/Description0INCOME TAXED AS UBI
OtherIncomeSchedule2/OtherIncome/Description1OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0-1108
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1-181
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-181
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue10
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue20
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue30
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue40
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine10SHARPS AND FLATS - SEQUOIA EQUITIES X LLC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine11ESPLANADE - COIT FINANCIAL GROUP II
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine12VINTAGE NOTE - COIT FINANCIAL GROUP II
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine13ALIZE APARTMENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Business/BusinessNameLine14CROSS POINTE APARTMENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv10
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv20
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv30
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv40
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote02007-03
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote12006-06
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote22006-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote32010-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote42010-06
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration0CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration1CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration2CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration3CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration4CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate010.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate110.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate210.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate310.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate410.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate02012-11
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate12011-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate22010-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate32014-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate42015-07
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan0400000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan1200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan2200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan3100000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan4100000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan0INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan1INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan2INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan3INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan4INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms0AT MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms1AT MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms2AT MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms3AT MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms4AT MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/SecurityProvidedByBorrower0REAL PROPERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/SecurityProvidedByBorrower1REAL PROPERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/SecurityProvidedByBorrower2REAL PROPERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/SecurityProvidedByBorrower3REAL PROPERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/SecurityProvidedByBorrower4REAL PROPERTY
TaxesSchedule/Taxes/Amount0125
TaxesSchedule/Taxes/Amount13030
TaxesSchedule/Taxes/Category0TRANSACTION TAX
TaxesSchedule/Taxes/Category1EXCISE TAX EXPENSE
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome0125
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0204008923
ReturnHeader/Filer/Name/BusinessNameLine10CARTER FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0CART
ReturnHeader/Filer/Phone09259450900
ReturnHeader/Filer/USAddress/AddressLine101777 BOTELHO DRIVE NO 300
ReturnHeader/Filer/USAddress/City0WALNUT CREEK
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094596
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-13
ReturnHeader/Officer/Name0MARK CARTER
ReturnHeader/Officer/Phone09259450900
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/PreparerFirm/EIN0946214841
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ARMANINO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1012667 ALCOSTA BOULEVARD SUITE 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN RAMON

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,798,561
Liabilities
$0
Net assets
$1,798,561
Revenue
-
Expenses
$37,033
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.00$0.23$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.26$0.24$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.29$0.20$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.00$0.23$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.28$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.04$0.53$0.49
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.51$0.61$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.31$0.39$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.35$0.37$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.07$0.16$0.10
2013Summary only. Only limited summary data is available for this year.$2.15$0.00$0.32$0.08$0.24
2012Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $1M-$5M nonprofits