Civic Intelligence

Herbert & Annie Carlton Foundation

990PF • Fiscal year 2016 • EIN 23-7092739

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 05, 2017

Organization Profile
7416 Forest Hill AvenueRichmond, VA 23235-1528

(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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

60th percentile

7.2%

Higher net margin than 60% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

66th percentile

9.8%

Faster asset growth than 66% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1010%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$28,634

Up $2,566 (+9.8%) from 2015

Net Assets

Up

$28,634

Up $2,566 (+9.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin60th percentile

Revenue

Up

$31,499

Up $28,660 (+1010%) from 2015

Expenses

Down

$29,233

Down $2,379 (-7.5%) from 2015

Net Income

Up

$2,266

Up $31,039 (+108%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2016

Assets$28,634
Liabilities$0
Net Assets$28,634
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

2016

Revenue$31,499
Expenses$29,233
Net Income$2,266
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 5, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th 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

Filer Name
Herbert & Annie Carlton Foundation
EIN
23-7092739
Phone
8043304400
Address
7416 FOREST HILL AVENUE, RICHMOND, VA 23235-1528

Signing Officer

Name
Z Greene Hollowell
Title
Treasurer/mg
Phone
8042723556
Signed
2017-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Harris Hardy & Johnstone Pc
Address
300 ARBORETUM PL STE 660, RICHMOND, VA 23236
Preparer
Frank S Warren Jr
Phone
8045600560
Raw XML Appendix304 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/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/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/AddressLine1Txt07416 FOREST HILL AVENUE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE. HOWEVER, PREFERENCE IS GIVEN TO CHARITIES IN THE RICHMOND, VA AREA AND NATIONALLY KNOWN CHARITIES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED DETAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED DETAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED DETAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023235
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028105
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/AppliedToCurrentYearAmt01459
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt029431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt033614
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033614
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0147842
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027771
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt029431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028873
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031523
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029230
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027771
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0181456
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0153685
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MR MRS Z GREENE HOLLOWELL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07721 YARMOUTH DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0RICHMOND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd023225
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt031300
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0300
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0VOIDED CHECKS - DISTRIBUTIONS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Z GREENE HOLLOWELL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt07416 FOREST HILL AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0RICHMOND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd023225
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1TREASURER OF VIRGINIA
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Z GREENE HOLLOWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/MG
ReturnHeader/BusinessOfficerGrp/PhoneNum08042723556
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT & ANNIE CARLTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0237092739
ReturnHeader/Filer/PhoneNum08043304400
ReturnHeader/Filer/USAddress/AddressLine1Txt07416 FOREST HILL AVENUE
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0232351528
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541451026
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRIS HARDY & JOHNSTONE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 ARBORETUM PL STE 660
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023236
ReturnHeader/PreparerPersonGrp/PhoneNum08045600560
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK S WARREN JR
ReturnHeader/ReturnTs02017-01-16T08:23:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,634
Liabilities
$0
Net assets
$28,634
Revenue
$31,499
Expenses
$29,233
Net income
$2,266
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