Civic Intelligence

Herbert & Annie Carlton Foundation

990PF • Fiscal year 2014 • EIN 23-7092739

Sep 01, 2013 to Aug 31, 2014 • Filed on Jan 15, 2015

Organization Profile
7416 Forest Hill Avenue23235-1528

(804) 330-4400

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

85th percentile

33%

Higher net margin than 85% 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

85th percentile

41%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$54,841

Up $15,941 (+41%) from 2013

Net Assets

Up

$54,841

Up $15,941 (+41%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin85th percentile

Revenue

$47,813

No earlier filing loaded for comparison.

Expenses

Down

$31,872

Down $843 (-2.6%) from 2013

Net Income

$15,941

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$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

2014

Assets$54,841
Liabilities$0
Net Assets$54,841
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$47,813
Expenses$31,872
Net Income$15,941
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jan 15, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN C HOLLOWELLPresident-$0--
MARTHA A HOLLOWELLVice Preside-$0--
PHILIP C HOLLOWELLVice Preside-$0--
Z GREENE HOLLOWELLTreasurer/MgPT$0--
WILLIAM G HOLLOWELLVice-Preside-$0--
Filing and Contact Details

Filer

EIN
23-7092739
Phone
8043304400

Signing Officer

Name
Z Greene Hollowell
Title
Treasurer
Phone
8043304400
Signed
2015-01-15

Preparer

Preparer
Tim R Harris
Phone
8045600560
Raw XML Appendix310 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN PREP
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CompensationExplanation/CompensationExplanationGrp/PersonNm0CAROLYN C HOLLOWELL
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARTHA A HOLLOWELL
CompensationExplanation/CompensationExplanationGrp/PersonNm2PHILIP C HOLLOWELL
CompensationExplanation/CompensationExplanationGrp/PersonNm3Z GREENE HOLLOWELL
CompensationExplanation/CompensationExplanationGrp/PersonNm4WILLIAM G HOLLOWELL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VANGUARD WELLINGTON FUND
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02997
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02997
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02997
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03003
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06
IRS990PF/DistributableAmountGrp/TotalTaxAmt06
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt055922
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CAROLYN C HOLLOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTHA A HOLLOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PHILIP C HOLLOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Z GREENE HOLLOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WILLIAM G HOLLOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER/MG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE-PRESIDE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine127416 FOREST HILL AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine137416 FOREST HILL AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine147416 FOREST HILL AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4RICHMOND
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANTS SHOULD FILE A SINGLE PAGE LETTER OUTLINING THE NEEDS AND FINANCIAL CONDITION OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Z GREENE HOLLOWELL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08042723556
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine107416 FOREST HILL AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0RICHMOND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode023235
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE. HOWEVER, PREFERENCE IS GIVEN TO CHARITIES IN THE RICHMOND, VA AREA AND NATIONALLY KNOWN CHARITIES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED DETAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED DETAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10SEE ATTACHED DETAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode023235
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030540
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/AppliedToCurrentYearAmt02997
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt030244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt041155
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt041155
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0155494
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028873
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033614
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031240
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031870
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028873
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0196649
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0167776
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MR MRS Z GREENE HOLLOWELL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine107721 YARMOUTH DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RICHMOND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode023225
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt045000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Z GREENE HOLLOWELL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine107416 FOREST HILL AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0RICHMOND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode023225
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1TREASURER OF VIRGINIA
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Z GREENE HOLLOWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08043304400
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10HERBERT & ANNIE CARLTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0237092739
ReturnHeader/Filer/PhoneNum08043304400
ReturnHeader/Filer/USAddress/AddressLine107416 FOREST HILL AVENUE
ReturnHeader/Filer/USAddress/City0RICHMOND
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode0232351528
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541451026
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HARRIS HARDY & JOHNSTONE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10300 ARBORETUM PL STE 660
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode023236
ReturnHeader/PreparerPersonGrp/PhoneNum08045600560
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM R HARRIS
ReturnHeader/ReturnTs02015-01-15T12:25:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$54,841
Liabilities
$0
Net assets
$54,841
Revenue
$47,813
Expenses
$31,872
Net income
$15,941
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits