Civic Intelligence

Gunard Berry Carlson Memorial Foundation Inc

EIN 23-6261693 • Downingtown, PA

350 Marshallton-Thorndale RoadDowningtown, PA 19335
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

47%

Higher net margin than 86% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.3%

Faster asset growth than 41% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

39%

Faster revenue growth than 75% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,727,946

Up $8,291 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,727,946

Up $8,291 (+0.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin86th percentile

Revenue

Up

$296,911

Up $83,028 (+39%) from 2023

Expenses

Up

$156,195

Up $4,073 (+2.7%) from 2023

Net Income

Up

$140,716

Up $78,955 (+128%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2013: $1,937,829Liabilities 2013: $0Net Assets 2013: $1,937,8292013Assets 2014: $2,077,098Liabilities 2014: $0Net Assets 2014: $2,077,0982014Assets 2015: $1,868,169Liabilities 2015: $0Net Assets 2015: $1,868,1692015Assets 2016: $1,742,132Liabilities 2016: $0Net Assets 2016: $1,742,1322016Assets 2017: $1,822,869Liabilities 2017: $0Net Assets 2017: $1,822,8692017Assets 2018: $2,087,991Liabilities 2018: $0Net Assets 2018: $2,087,9912018Assets 2019: $2,131,062Liabilities 2019: $0Net Assets 2019: $2,131,0622019Assets 2020: $2,094,607Liabilities 2020: $0Net Assets 2020: $2,094,6072020Assets 2021: $2,342,185Liabilities 2021: $0Net Assets 2021: $2,342,1852021Assets 2022: $2,472,428Liabilities 2022: $0Net Assets 2022: $2,472,4282022Assets 2023: $2,719,655Liabilities 2023: $0Net Assets 2023: $2,719,6552023Assets 2024: $2,727,946Liabilities 2024: $0Net Assets 2024: $2,727,9462024

Highlighted filing

2024

Assets$2,727,946
Liabilities$0
Net Assets$2,727,946
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $243,220Expenses 2013: $173,045Net Income 2013: $70,1752013Revenue 2014: $309,361Expenses 2014: $168,817Net Income 2014: $140,5442014Revenue 2015: -$184,910Expenses 2015: $130,273Net Income 2015: -$315,1832015Revenue 2016: -$37,004Expenses 2016: $167,417Net Income 2016: -$204,4212016Revenue 2017: $170,985Expenses 2017: $165,503Net Income 2017: $5,4822017Revenue 2018: $277,836Expenses 2018: $138,018Net Income 2018: $139,8182018Revenue 2019: $172,815Expenses 2019: $137,034Net Income 2019: $35,7812019Revenue 2020: $101,143Expenses 2020: $148,551Net Income 2020: -$47,4082020Revenue 2021: $272,393Expenses 2021: $171,197Net Income 2021: $101,1962021Revenue 2022: $509,566Expenses 2022: $175,619Net Income 2022: $333,9472022Revenue 2023: $213,883Expenses 2023: $152,122Net Income 2023: $61,7612023Revenue 2024: $296,911Expenses 2024: $156,195Net Income 2024: $140,7162024

Highlighted filing

2024

Revenue$296,911
Expenses$156,195
Net Income$140,716
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,727,946
Liabilities
$0
Net assets
$2,727,946
Revenue
$296,911
Expenses
$156,195
Net income
$140,716
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.30$0.16$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.21$0.15$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.51$0.18$0.33
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.27$0.17$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.10$0.15$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.17$0.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.28$0.14$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.17$0.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.04$0.17$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.18$0.13$0.32
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.31$0.17$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.24$0.17$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gunard C TravagliniSecretary Treasurer-$0--
Frederick C TravagliniPresident-$0--
Anna M TravagliniDirector-$0--
Craig TravagliniDirector-$0--
Whitney TravagliniDirector-$0--
Sheena Travaglini-NeillDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-DonationsPCDowningtown, PA, US$141,000
Filing and Contact Details

Filer

Filer Name
Gunard Berry Carlson Memorial Foundation Inc
EIN
23-6261693
In Care Of
% Frederick C Travaglini
Phone
6106492981
Address
350 Marshallton-Thorndale Road, Downingtown, PA 19335

Signing Officer

Name
Frederick C Travaglini
Title
President
Phone
6106492981
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
McKeon & Partners LLC
Address
1741 Valley Forge Rd 634, Worcester, PA 19490-9998
Preparer
Thomas E Mckeon
Phone
8007742185
Raw XML Appendix298 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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IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Frederick C Travaglini
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0350 Marshallton-Thorndale Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Downingtown
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019335
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06106492981
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Scientific
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Health
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0Literary
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0141000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Donations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Attached Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0350 Marshallton-Thorndale Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Downingtown
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0141000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013945
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0127055
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0161973
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0141000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0148028
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0127055
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0149
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Organizational Costs
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0149
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0149
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0132425
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Increase in book cost of Inv
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014368
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GO Carlson Inc S Corp
OtherIncomeSchedule2/OtherIncomeDetail/Desc12020 Loss Carry Forward
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0101781
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK C TRAVAGLINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06106492981
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Gunard Berry Carlson Memorial Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0GUNA
ReturnHeader/Filer/EIN0236261693
ReturnHeader/Filer/InCareOfNm0% Frederick C Travaglini
ReturnHeader/Filer/PhoneNum06106492981
ReturnHeader/Filer/USAddress/AddressLine1Txt0350 Marshallton-Thorndale Road
ReturnHeader/Filer/USAddress/CityNm0Downingtown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019335
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842866436
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McKeon & Partners LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01741 Valley Forge Rd 634
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Worcester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0194909998
ReturnHeader/PreparerPersonGrp/PhoneNum08007742185
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS E MCKEON
ReturnHeader/ReturnTs02026-01-07T08:29:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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