Civic Intelligence

Carol Foundation

990PF • Fiscal year 2024 • EIN 26-0053395

Jan 01, 2024 to Dec 31, 2024 • Filed on Jan 22, 2025

290 Chancery DrGallatin, TN 37066

(972) 322-3565

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

35%

Higher net margin than 81% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$15,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

51st percentile

3.4%

Faster asset growth than 51% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,001,559

Up $65,640 (+3.4%) from 2023

Net Assets

Up

$2,001,559

Up $67,248 (+3.5%) from 2023

Liabilities

Down

$0

Down $1,608 (-100%) from 2023

Revenue

Down

$199,529

Down $165,816 (-45%) from 2023

Expenses

Down

$130,007

Down $4,458 (-3.3%) from 2023

Net Income

Down

$69,522

Down $161,358 (-70%) from 2023

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2020: $1,654,269Liabilities 2020: $0Net Assets 2020: $1,654,2692020Assets 2021: $1,622,102Liabilities 2021: $0Net Assets 2021: $1,622,1022021Assets 2022: $1,709,743Liabilities 2022: $1,706Net Assets 2022: $1,708,0372022Assets 2023: $1,935,919Liabilities 2023: $1,608Net Assets 2023: $1,934,3112023Assets 2024: $2,001,559Liabilities 2024: $0Net Assets 2024: $2,001,5592024Assets 2025: $2,044,497Liabilities 2025: $0Net Assets 2025: $2,044,4972025

Highlighted filing

2024

Assets$2,001,559
Liabilities$0
Net Assets$2,001,559

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2020: $46,462Expenses 2020: $104,373Net Income 2020: -$57,9112020Revenue 2021: $85,117Expenses 2021: $116,407Net Income 2021: -$31,2902021Revenue 2022: $245,385Expenses 2022: $156,561Net Income 2022: $88,8242022Revenue 2023: $365,345Expenses 2023: $134,465Net Income 2023: $230,8802023Revenue 2024: $199,529Expenses 2024: $130,007Net Income 2024: $69,5222024Revenue 2025: $181,375Expenses 2025: $136,405Net Income 2025: $44,9702025

Highlighted filing

2024

Revenue$199,529
Expenses$130,007
Net Income$69,522
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 22, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dwight MartinSec TreasPT$15,000-$15,000
Joy HendersonPresidentPT$10,000-$10,000
Carol MartinTrustee-$5,000-$5,000
Lorrie GideonTrustee-$5,000-$5,000
Melissa BlackTrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Carol Foundation
EIN
26-0053395
In Care Of
% Dwight Martin
Phone
9723223565
Address
290 Chancery Dr, Gallatin, TN 37066

Signing Officer

Name
Dwight Martin
Title
Trustee
Signed
2025-01-22
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0155402
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt056000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt056000
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033283
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033283
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt069522
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02236209
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010844
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010844
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0155402
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0163589
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025391
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025391
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0549
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt094067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt035940
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0130007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0199529
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0199529
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt038067
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035940
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt074007
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05517
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02080807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0155402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0155402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02236209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Public Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0155402
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt069522
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02274
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02003833
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01934311
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02001559
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0102068
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0102068
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0102068
IRS990PF/DistributableAmountGrp/IncomeTaxAmt00
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0104342
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02274
IRS990PF/DistributableAmountGrp/TotalTaxAmt02274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05000
IRS990PF/FMVAssetsEOYAmt02167037
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07069
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02911
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02911
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0486636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0512976
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0519986
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01401751
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01465089
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01623557
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02726
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02726
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01608
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01934311
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02001559
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt040463
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01935919
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02001559
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02167037
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01608
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01935919
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02001559
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01934311
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02001559

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