Civic Intelligence

Carlson Solmssen Foundation

990PF • Fiscal year 2018 • EIN 23-7055571

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 04, 2019

Organization Profile
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

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.15x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-88%

Higher net margin than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

35th percentile

-5.4%

Faster asset growth than 35% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$167,526

Down $9,607 (-5.4%) from 2017

Net Assets

Down

$166,085

Down $8,727 (-5.0%) from 2017

Liabilities

Down

$1,441

Down $880 (-38%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin7th percentile

Revenue

Down

$9,872

Down $1,697 (-15%) from 2017

Expenses

Down

$18,600

Down $27,716 (-60%) from 2017

Net Income

Up

-$8,728

Up $26,019 (+75%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2018

Assets$167,526
Liabilities$1,441
Net Assets$166,085
Open 2018 Filing

Operations Trend

Revenue Growth28th 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

2018

Revenue$9,872
Expenses$18,600
Net Income-$8,728
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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, SANTA MONICA, CA 90405

Signing Officer

Name
Bonnie Solmssen
Title
Treasurer
Phone
3105666915
Signed
2019-06-04
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 Appendix325 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/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015287
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/AppliedToCurrentYearAmt08497
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt034964
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035581
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt039441
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt034908
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt034908
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0151627
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt034964
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035581
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt039441
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034851
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015287
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06790
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0186535
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0179745
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt016
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM A&B SOLMSSEN
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0232
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0232
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt042
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1345
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0116
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE SOLMSSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03105666915
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-04
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/AtSubmissionCreationDeviceId04D0F2EAC2B6AEF5DE33A9D428014DD368221D6BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04D0F2EAC2B6AEF5DE33A9D428014DD368221D6BB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId096048420192035000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-07-18
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/ReturnTs02019-07-18T12:32:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$167,526
Liabilities
$1,441
Net assets
$166,085
Revenue
$9,872
Expenses
$18,600
Net income
-$8,728
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