Civic Intelligence

Herbert & Annie Carlton Foundation

EIN 23-7092739 • Richmond, VA

7416 Forest Hill AvenueRichmond, VA 23225
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

2nd percentile

-5127%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

17th percentile

-55%

Faster asset growth than 17% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-98%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$10,886

Down $13,458 (-55%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$10,886

Down $13,458 (-55%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$269

Down $13,578 (-98%) from 2021

Expenses

Up

$14,060

Up $3,453 (+33%) from 2021

Net Income

Down

-$13,791

Down $17,031 (-526%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$100K$50K$0Assets 2010: $56,545Liabilities 2010: $0Net Assets 2010: $56,5452010Assets 2011: $91,266Liabilities 2011: $0Net Assets 2011: $91,2662011Assets 2012: $56,208Liabilities 2012: $0Net Assets 2012: $56,2082012Assets 2013: $38,900Liabilities 2013: $0Net Assets 2013: $38,9002013Assets 2014: $54,841Liabilities 2014: $0Net Assets 2014: $54,8412014Assets 2015: $26,068Liabilities 2015: $0Net Assets 2015: $26,0682015Assets 2016: $28,634Liabilities 2016: $0Net Assets 2016: $28,6342016Assets 2019: $14,418Liabilities 2019: $0Net Assets 2019: $14,4182019Assets 2021: $24,344Liabilities 2021: $0Net Assets 2021: $24,3442021Assets 2022: $10,886Liabilities 2022: $0Net Assets 2022: $10,8862022

Highlighted filing

2022

Assets$10,886
Liabilities$0
Net Assets$10,886
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $34,7542010Expenses 2011: $36,4252011Expenses 2012: $35,2032012Expenses 2013: $32,7152013Revenue 2014: $47,813Expenses 2014: $31,872Net Income 2014: $15,9412014Revenue 2015: $2,839Expenses 2015: $31,612Net Income 2015: -$28,7732015Revenue 2016: $31,499Expenses 2016: $29,233Net Income 2016: $2,2662016Revenue 2019: $16,014Expenses 2019: $19,092Net Income 2019: -$3,0782019Revenue 2021: $13,847Expenses 2021: $10,607Net Income 2021: $3,2402021Revenue 2022: $269Expenses 2022: $14,060Net Income 2022: -$13,7912022

Highlighted filing

2022

Revenue$269
Expenses$14,060
Net Income-$13,791
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,886
Liabilities
$0
Net assets
$10,886
Revenue
$269
Expenses
$14,060
Net income
-$13,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.27$14.1$13.8
2021Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$13.8$10.6$3.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.00$14.4$16.0$19.1$3.08
2016Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$31.5$29.2$2.27
2015Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$2.84$31.6$28.8
2014Detailed filing. Detailed filing data is available for this year.$54.8$0.00$54.8$47.8$31.9$15.9
2013Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$32.7
2012Detailed filing. Detailed filing data is available for this year.$56.2$0.00$56.2$35.2
2011Detailed filing. Detailed filing data is available for this year.$91.3$0.00$91.3$36.4
2010Detailed filing. Detailed filing data is available for this year.$56.5$0.00$56.5$34.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Sep 1, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William G HollowellPresident-$0--
Martha H OrcuttTreasurer-$0--
Philip C HollowellVice President-$0--
Filing and Contact Details

Filer

Filer Name
Herbert & Annie Carlton Foundation
EIN
23-7092739
Address
7416 Forest Hill Avenue, Richmond, VA 23225

Signing Officer

Name
Martha H Orcutt
Title
Treasurer
Phone
8044267078
Signed
2023-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Whitely Accounting Services Ltd
Address
3700 GREGORY POND RD, N CHESTERFIELD, VA 23236
Preparer
Cherryl Whitely
Phone
8047450511
Raw XML Appendix249 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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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cherryl Whitely
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ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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