Civic Intelligence

Carlson Solmssen Foundation

990PF • Fiscal year 2014 • EIN 23-7055571

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 10, 2015

Organization Profile
431 Pier AveSuiteSanta Monica, CA 90405

(310) 450-0906

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

65th percentile

0.01x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

67th percentile

9.9%

Faster asset growth than 67% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$277,774

Up $24,927 (+9.9%) from 2013

Net Assets

Up

$277,113

Up $26,453 (+11%) from 2013

Liabilities

Down

$661

Down $1,526 (-70%) from 2013

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin86th percentile

Revenue

Down

$75,518

Down $37,423 (-33%) from 2013

Expenses

Up

$49,065

Up $2,777 (+6.0%) from 2013

Net Income

Down

$26,453

Down $40,200 (-60%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2014

Assets$277,774
Liabilities$661
Net Assets$277,113
Open 2014 Filing

Operations Trend

Revenue Growth15th percentile

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

2014

Revenue$75,518
Expenses$49,065
Net Income$26,453
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 10, 2015
Return Version
2014v5.0
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

Filer Name
Carlson Solmssen Foundation
EIN
23-7055571
In Care Of
% CERES FINANCIAL MANAGEMENT
Phone
3104500906
Address
431 PIER AVE, Suite, SANTA MONICA, CA 90405

Signing Officer

Name
Craig Shenkler
Title
Treasurer
Phone
3105666915
Signed
2015-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Ebenhoch Accountancy Corporation
Address
15760 VENTURA BLVD STE 828, ENCINO, CA 91436
Preparer
Kevin E Ebenhoch
Phone
8187898809
Raw XML Appendix328 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/ZIPCd090404
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CERES 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/Amt046397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS CHARITABLE ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS LOCATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090404
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt046397
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/AppliedToCurrentYearAmt011546
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt034908
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt042692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt046748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt048439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036547
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036547
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0207638
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034851
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt034908
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt042692
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt048439
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046397
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034851
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0244185
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0209334
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KAREN CARLSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02616 COVE ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CORONA DEL MAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092625
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt059220
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt059220
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SHARES OF INTERNATIONAL GAME TECHNOLOGY
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-07-16
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0201
TaxesSchedule/TaxesDetail/Amt083
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt21099
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG SHENKLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03105666915
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLSON SOLMSSEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0237055571
ReturnHeader/Filer/InCareOfNm0% CERES FINANCIAL MANAGEMENT
ReturnHeader/Filer/PhoneNum03104500906
ReturnHeader/Filer/USAddress/AddressLine1Txt0431 PIER AVE
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0SANTA MONICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EBENHOCH ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015760 VENTURA BLVD STE 828
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08187898809
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN E EBENHOCH
ReturnHeader/ReturnTs02015-08-06T11:31:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$277,774
Liabilities
$661
Net assets
$277,113
Revenue
$75,518
Expenses
$49,065
Net income
$26,453
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