Civic Intelligence

Carlson Solmssen Foundation

990PF • Fiscal year 2013 • EIN 23-7055571

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profile
431 Pier AveSuite90405

(310) 450-0906

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

84th percentile

36%

Faster asset growth than 84% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$252,847

Up $66,524 (+36%) from 2012

Net Assets

Up

$250,660

Up $66,653 (+36%) from 2012

Liabilities

Down

$2,187

Down $129 (-5.6%) from 2012

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin93rd percentile

Revenue

$112,941

No earlier filing loaded for comparison.

Expenses

Down

$46,288

Down $9,740 (-17%) from 2012

Net Income

$66,653

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$300K$200K$100K$0Assets 2012: $186,323Liabilities 2012: $2,316Net Assets 2012: $184,0072012Assets 2013: $252,847Liabilities 2013: $2,187Net Assets 2013: $250,6602013Assets 2014: $277,774Liabilities 2014: $661Net Assets 2014: $277,1132014Assets 2015: $250,521Liabilities 2015: $2,236Net Assets 2015: $248,2852015Assets 2016: $210,135Liabilities 2016: $576Net Assets 2016: $209,5592016Assets 2017: $177,133Liabilities 2017: $2,321Net Assets 2017: $174,8122017Assets 2018: $167,526Liabilities 2018: $1,441Net Assets 2018: $166,0852018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2013

Assets$252,847
Liabilities$2,187
Net Assets$250,660
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2012: $56,0282012Revenue 2013: $112,941Expenses 2013: $46,288Net Income 2013: $66,6532013Revenue 2014: $75,518Expenses 2014: $49,065Net Income 2014: $26,4532014Revenue 2015: $24,186Expenses 2015: $53,014Net Income 2015: -$28,8282015Revenue 2016: $8,529Expenses 2016: $47,255Net Income 2016: -$38,7262016Revenue 2017: $11,569Expenses 2017: $46,316Net Income 2017: -$34,7472017Revenue 2018: $9,872Expenses 2018: $18,600Net Income 2018: -$8,7282018Revenue 2019: $17,179Expenses 2019: $183,264Net Income 2019: -$166,0852019

Highlighted filing

2013

Revenue$112,941
Expenses$46,288
Net Income$66,653
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN CARLSONPresident-$0--
BONNIE SOLMSSENTreasurer-$0--
ANDREW SOLMSSENDirector-$0--
WENDY HOLTSecretary-$0--
BONNIE HOLTDirector-$0--
Filing and Contact Details

Filer

EIN
23-7055571
In Care Of
% CERES FINANCIAL MANAGEMENT
Phone
3104500906

Signing Officer

Name
Bonnie Solmssen
Title
Treasurer
Phone
3105666915
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Phone
8187898809
Raw XML Appendix335 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode090404
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10CERES FINANCIAL MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum03105666915
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KAREN CARLSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt044387
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10VARIOUS CHARITABLE ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10VARIOUS LOCATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode090404
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044387
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/AppliedToCurrentYearAmt09479
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt042692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt046748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt036547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024187
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024187
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0209334
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034908
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt042692
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt046748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036547
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044387
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034908
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0233521
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0198613
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KAREN CARLSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine102616 COVE ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0CORONA DEL MAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode092625
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt052655
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt052655
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0450 SHS CHEVRON
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-04-17
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES & MEMBERSHIP
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt128
TaxesSchedule/TaxesDetail/Amt090
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2300
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE SOLMSSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03105666915
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10CARLSON SOLMSSEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0237055571
ReturnHeader/Filer/InCareOfNm0% CERES FINANCIAL MANAGEMENT
ReturnHeader/Filer/PhoneNum03104500906
ReturnHeader/Filer/USAddress/AddressLine10431 PIER AVE
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0SANTA MONICA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10EBENHOCH ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1015760 VENTURA BLVD STE 828
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091436
ReturnHeader/PreparerPersonGrp/PhoneNum08187898809
ReturnHeader/ReturnTs02014-08-22T16:32:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$252,847
Liabilities
$2,187
Net assets
$250,660
Revenue
$112,941
Expenses
$46,288
Net income
$66,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.17$1.83$1.66
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.01$1.66$0.10$0.19$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.02$1.75$0.12$0.46$0.35
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.01$2.10$0.09$0.47$0.39
2015Detailed filing. Detailed filing data is available for this year.$2.51$0.02$2.48$0.24$0.53$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.01$2.77$0.76$0.49$0.26
2013Detailed filing. Detailed filing data is available for this year.$2.53$0.02$2.51$1.13$0.46$0.67
2012Detailed filing. Detailed filing data is available for this year.$1.86$0.02$1.84$0.56