Civic Intelligence

Carter Family Foundation Inc.

990PF • Fiscal year 2018 • EIN 20-4008923

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 25, 2019

Organization Profile
PO Box 246Diablo, CA 94528

(925) 945-0900

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

1st percentile

-1120%

Higher net margin than 1% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

4th percentile

-26%

Faster asset growth than 4% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,387,713

Down $490,963 (-26%) from 2017

Net Assets

Down

$1,387,713

Down $490,963 (-26%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin1st percentile

Revenue

Down

$43,834

Down $465,429 (-91%) from 2017

Expenses

Down

$534,797

Down $72,849 (-12%) from 2017

Net Income

Down

-$490,963

Down $392,580 (-399%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2018

Assets$1,387,713
Liabilities$0
Net Assets$1,387,713
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

2018

Revenue$43,834
Expenses$534,797
Net Income-$490,963
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 25, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantATHENIAN SCHOOLTO SUPPORT EARLY EDUCATIONSCHOOLDANVILLE, CA, US$500,000
Paid GrantUC REGENTSGENERAL SUPPORTPUBLIC CHARITYOAKLAND, CA, US$25,000
Filing and Contact Details

Filer

Filer Name
Carter Family Foundation
EIN
20-4008923
Phone
9259450900
Address
PO BOX 246, DIABLO, CA 94528

Signing Officer

Name
Julia Carter
Title
Director
Phone
9259450900
Signed
2019-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Llp
Address
12657 ALCOSTA BLVD STE 500, SAN RAMON, CA 94583-4600
Preparer
John Brychel
Phone
9257902600
Raw XML Appendix358 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/NetInvestmentIncomeAmt02643
AppliedToPriorYearElection/ElectionDesc0ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2)CONSISTENT WITH THE ABOVE REGULATIONS, THE CARTER FAMILY FOUNDATION HEREBY ELECTS TO HAVE DISTRIBUTIONS MADE DURING ITS TAXABLE YEAR ENDED JUNE 30, 2015 APPLIED: - FIRST AGAINST THE UNDISTRIBUTED INCOME FOR THE YEAR ENDED JUNE 30, 2013,- NEXT AGAINST THE UNDISTRIBUTED INCOME FOR THE TAXABLE YEAR ENDED JUNE 30, 2014,- LASTLY AGAINST THE TAXABLE YEAR ENDED JUNE 30, 2015.
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09257902600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JULIA H CARTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT EARLY EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ATHENIAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UC REGENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02100 MT DIABLO SCENIC BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11111 FRANKLIN STREET 12TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DANVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OAKLAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0525000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0109453
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0109453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0482223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0240439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0108668
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01249605
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0418275
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0482223
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0240439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0108668
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0527728
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0418275
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01249605
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0831330
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt10
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt20
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0ESPLANADE - COIT FINANCIAL GROUP II
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OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt2CROSS POINTE APARTMENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt10
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt20
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt010.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt110.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt210.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc0CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc1CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc2CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02011-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt12010-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt22015-07
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt1200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt2100000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt1INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt2INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02006-06
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt12006-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt22010-06
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0AT MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt1AT MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt2AT MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0REAL PROPERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt1REAL PROPERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt2REAL PROPERTY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04426
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04426
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES/FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt085
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09259450900
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0204008923
ReturnHeader/Filer/PhoneNum09259450900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 246
ReturnHeader/Filer/USAddress/CityNm0DIABLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094528
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F5FB8C0FDA240AA2D0EC4EBDAD9DEA85C7008270
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.111.205.16
ReturnHeader/FilingSecurityInformation/IPDt02019-02-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:16:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012657 ALCOSTA BLVD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945834600
ReturnHeader/PreparerPersonGrp/PhoneNum09257902600
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BRYCHEL
ReturnHeader/ReturnTs02019-03-14T21:01:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,387,713
Liabilities
$0
Net assets
$1,387,713
Revenue
$43,834
Expenses
$534,797
Net income
-$490,963
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