Civic Intelligence

Carlson Community Services

990EZ • Fiscal year 2023 • EIN 20-8984094

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

3938 W Belle PlaineChicago, IL 60618

(773) 430-3212

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

34th percentile

-4.6%

Higher net margin than 34% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$34,288

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 27.7% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-8.4%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$61,783

Down $5,684 (-8.4%) from 2022

Net Assets

Down

$61,783

Down $5,684 (-8.4%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$123,722

Down $35,307 (-22%) from 2022

Expenses

Down

$129,406

Down $11,365 (-8.1%) from 2022

Net Income

Down

-$5,684

Down $23,942 (-131%) from 2022

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $23,181Liabilities 2010: $121Net Assets 2010: $23,0602010Assets 2011: $18,585Liabilities 2011: $1,279Net Assets 2011: $17,3062011Assets 2012: $10,014Liabilities 2012: $1,0062012Assets 2013: $14,885Liabilities 2013: $4172013Assets 2014: $26,777Liabilities 2014: $2,486Net Assets 2014: $24,2912014Assets 2015: $27,124Liabilities 2015: $4,0952015Assets 2016: $37,829Liabilities 2016: $1,9642016Assets 2017: $33,033Liabilities 2017: $2,8812017Assets 2018: $34,919Liabilities 2018: $2,9202018Assets 2020: $62,022Liabilities 2020: $26,819Net Assets 2020: $35,2032020Assets 2021: $79,719Liabilities 2021: $30,510Net Assets 2021: $49,2092021Assets 2022: $67,467Net Assets 2022: $67,4672022Assets 2023: $61,783Net Assets 2023: $61,7832023Assets 2024: $83,646Liabilities 2024: $13,600Net Assets 2024: $70,0462024Assets 2025: $97,953Liabilities 2025: $10,534Net Assets 2025: $87,4192025

Highlighted filing

2023

Assets$61,783
Liabilities-
Net Assets$61,783

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $64,169Expenses 2010: $67,319Net Income 2010: -$3,1502010Revenue 2011: $68,833Expenses 2011: $74,587Net Income 2011: -$5,7542011Revenue 2012: $72,954Expenses 2012: $81,426Net Income 2012: -$8,4722012Revenue 2013: $91,119Expenses 2013: $85,659Net Income 2013: $5,4602013Revenue 2014: $97,535Expenses 2014: $87,712Net Income 2014: $9,8232014Revenue 2015: $101,642Expenses 2015: $102,922Net Income 2015: -$1,2802015Revenue 2016: $117,705Expenses 2016: $105,157Net Income 2016: $12,5482016Revenue 2017: $101,404Expenses 2017: $107,117Net Income 2017: -$5,7132017Revenue 2018: $131,347Expenses 2018: $129,500Net Income 2018: $1,8472018Revenue 2020: $114,268Expenses 2020: $121,939Net Income 2020: -$7,6712020Revenue 2021: $80,738Expenses 2021: $66,732Net Income 2021: $14,0062021Revenue 2022: $159,029Expenses 2022: $140,771Net Income 2022: $18,2582022Revenue 2023: $123,722Expenses 2023: $129,406Net Income 2023: -$5,6842023Revenue 2024: $131,780Expenses 2024: $123,517Net Income 2024: $8,2632024Revenue 2025: $131,172Expenses 2025: $113,799Net Income 2025: $17,3732025

Highlighted filing

2023

Revenue$123,722
Expenses$129,406
Net Income-$5,684
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$127,084
Mission and Program Overview

Mission

Provide community education, cultural and service programs

Program Services

DescriptionGrantsExpenses
After school program, providing low or reduced cost after school activities and tutoring for neighborhood children-$86,640
Fine arts program, providing a free series of classical concerts for any attendee-$6,958
Community Garden, providing fresh produce for the local food pantry-$4,012
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary MillsExecutive DirectorPT$34,288-$34,288
William SherlockChairman-$0--
Melanie ZechTreasurerPT$0--
Marcy SherrillVice Chairman-$0--
Dan GilloglySecretary-$0--
Jose GarciaDirector-$0--
Erin BoumanDirector-$0--
Bruce AndersonDirector-$0--
Judy SviatkoDirector-$0--
Roger BingamanDirector-$0--
Susan TrudeauDirector-$0--
Sandra StummeDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carlson Community Services
EIN
20-8984094
Address
3938 W Belle Plaine, Chicago, IL 60618

Signing Officer

Name
William Sherlock
Title
Treasurer
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
James C Perkins CPA PC
Address
615 N Beverly Lane, Arlington Heights, IL 60004
Preparer
James Perkins
Phone
8472173071
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Travel 34

Form 990-EZ, Part I, Line 16, Other Expenses

Meals and entertainment 472

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 565

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 4,241

Form 990-EZ, Part I, Line 16, Other Expenses

Telephone 1,218

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 3,443

Form 990-EZ, Part I, Line 16, Other Expenses

Dues 145

Form 990-EZ, Part I, Line 16, Other Expenses

Subscriptions 216

Form 990-EZ, Part I, Line 16, Other Expenses

Bank fees 771

Form 990-EZ, Part I, Line 16, Other Expenses

Advertising 2,130

Form 990-EZ, Part I, Line 16, Other Expenses

Outside services 848

Form 990-EZ, Part I, Line 16, Other Expenses

Payroll service charges 1,898

Form 990-EZ, Part I, Line 16, Other Expenses

Miscellaneous 193

Form 990-EZ, Part I, Line 16, Other Expenses

Mailing services 433

Form 990-EZ, Part II, Line 24, Other Assets

Receivable Beginning of year 25,319, End of year 16,300

Form 990-EZ, Part II, Line 24, Other Assets

Prepaid insurance Beginning of year 1,043, End of year 645

Form 990-EZ, Part II, Line 24, Other Assets

Prepaid expenses Beginning of year 37, End of year 32

Raw XML Appendix239 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt086640
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14012
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26958
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt0102152
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IRS990EZ/SpecialEventsDirectExpensesAmt03362
IRS990EZ/SpecialEventsNetIncomeLossAmt013603
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalExpensesAmt0129406
IRS990EZ/TotalProgramServiceExpensesAmt097610
IRS990EZ/TotalRevenueAmt0123722
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.carlsoncommunityservices.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049551
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt099107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt067590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt044194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0296217
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt045
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt077787
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt074457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0113971
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0343104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt045
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0116
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.99980
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals and entertainment 472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 4,241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone 1,218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 3,443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dues 145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Subscriptions 216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank fees 771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Advertising 2,130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Outside services 848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Payroll service charges 1,898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Miscellaneous 193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Mailing services 433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Receivable Beginning of year 25,319, End of year 16,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Prepaid insurance Beginning of year 1,043, End of year 645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Prepaid expenses Beginning of year 37, End of year 32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Sherlock
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carlson Community Services
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0208984094
ReturnHeader/Filer/USAddress/AddressLine1Txt03938 W Belle Plaine
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060618
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352219989
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James C Perkins CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0615 N Beverly Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arlington Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060004
ReturnHeader/PreparerPersonGrp/PhoneNum08472173071
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Perkins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-08T09:50:42-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sherlock
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.98$0.11$0.87$1.31$1.14$0.17
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.14$0.70$1.32$1.24$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.62$1.24$1.29$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.67$1.59$1.41$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.31$0.49$0.81$0.67$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.27$0.35$1.14$1.22$0.08
2018Summary only. Only limited summary data is available for this year.$0.35$0.03$1.31$1.30$0.02
2017Summary only. Only limited summary data is available for this year.$0.33$0.03$1.01$1.07$0.06
2016Summary only. Only limited summary data is available for this year.$0.38$0.02$1.18$1.05$0.13
2015Summary only. Only limited summary data is available for this year.$0.27$0.04$1.02$1.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.02$0.24$0.98$0.88$0.10
2013Summary only. Only limited summary data is available for this year.$0.15$0.00$0.91$0.86$0.05
2012Summary only. Only limited summary data is available for this year.$0.10$0.01$0.73$0.81$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.01$0.17$0.69$0.75$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.64$0.67$0.03