Civic Intelligence

Carlson Solmssen Foundation

990PF • Fiscal year 2017 • EIN 23-7055571

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

431 Pier AveSanta Monica, CA 90405

(310) 450-0906

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-300%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$177,133

Down $33,002 (-16%) from 2016

Net Assets

Down

$174,812

Down $34,747 (-17%) from 2016

Liabilities

Up

$2,321

Up $1,745 (+303%) from 2016

Revenue

Up

$11,569

Up $3,040 (+36%) from 2016

Expenses

Down

$46,316

Down $939 (-2.0%) from 2016

Net Income

Up

-$34,747

Up $3,979 (+10%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$177,133
Liabilities$2,321
Net Assets$174,812

Operations Trend

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

2017

Revenue$11,569
Expenses$46,316
Net Income-$34,747
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Compensation and Service Providers

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, SANTA MONICA, CA 90405

Signing Officer

Name
Bonnie Solmssen
Title
Treasurer
Phone
3105666915
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Ebenhoch Accountancy Corporation
Address
15760 VENTURA BLVD STE 828, ENCINO, CA 91436
Preparer
Kevin E Ebenhoch CPA
Phone
8187898809
Raw XML Appendix342 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/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05301 BEETHOVEN STREET SUITE 134
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090066
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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/Amt044702
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/TotalGrantOrContriPdDurYrAmt044702
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/AppliedToCurrentYearAmt09738
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035581
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt039441
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt034851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034908
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt042692
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt042692
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0179745
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034964
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035581
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt039441
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt034851
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034908
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044702
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034964
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0222437
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0187473
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM A&B SOLMSSEN
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt016
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt180
TaxesSchedule/TaxesDetail/Amt046
TaxesSchedule/TaxesDetail/Amt172
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE SOLMSSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03105666915
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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/CityNm0SANTA MONICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090405
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FDC0AC0938F38D8767DA0B34A39F7BA4BE56D7ED
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FDC0AC0938F38D8767DA0B34A39F7BA4BE56D7ED
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId096048420183175000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.189.8.226
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/PreparerPersonNm0KEVIN E EBENHOCH CPA
ReturnHeader/ReturnTs02018-11-13T14:15:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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