Civic Intelligence

Carolan Research Institute

EIN 27-0944940 • New Braunfels, TX

787 Mission TrlNew Braunfels, TX 78130
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

4th percentile

-1123%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

88th percentile

$12,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 99.9% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

26th percentile

-30%

Faster asset growth than 26% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-51%

Faster revenue growth than 18% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$304,016

Down $132,534 (-30%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$304,016

Down $132,534 (-30%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Down

$12,007

Down $12,566 (-51%) from 2024

Expenses

Down

$146,876

Down $28,954 (-16%) from 2024

Net Income

Up

-$134,869

Up $16,388 (+11%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$3.0M$2.0M$1.0M$0Assets 2017: $2,370,315Liabilities 2017: $56,892Net Assets 2017: $2,313,4232017Assets 2019: $1,844,578Liabilities 2019: $0Net Assets 2019: $1,844,5782019Assets 2020: $1,593,512Liabilities 2020: $0Net Assets 2020: $1,593,5122020Assets 2021: $1,411,030Liabilities 2021: $0Net Assets 2021: $1,411,0302021Assets 2022: $730,123Liabilities 2022: $0Net Assets 2022: $730,1232022Assets 2023: $590,301Liabilities 2023: $0Net Assets 2023: $590,3012023Assets 2024: $436,550Liabilities 2024: $0Net Assets 2024: $436,5502024Assets 2025: $304,016Liabilities 2025: $0Net Assets 2025: $304,0162025

Highlighted filing

2025

Assets$304,016
Liabilities$0
Net Assets$304,016
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.0M$500K$0-$500KRevenue 2017: $338,015Expenses 2017: $516,149Net Income 2017: -$178,1342017Revenue 2019: $502,740Expenses 2019: $491,993Net Income 2019: $10,7472019Revenue 2020: $31,774Expenses 2020: $425,563Net Income 2020: -$393,7892020Revenue 2021: $159,006Expenses 2021: $351,536Net Income 2021: -$192,5302021Revenue 2022: $195,601Expenses 2022: $557,454Net Income 2022: -$361,8532022Revenue 2023: $281,984Expenses 2023: $194,486Net Income 2023: $87,4982023Revenue 2024: $24,573Expenses 2024: $175,830Net Income 2024: -$151,2572024Revenue 2025: $12,007Expenses 2025: $146,876Net Income 2025: -$134,8692025

Highlighted filing

2025

Revenue$12,007
Expenses$146,876
Net Income-$134,869
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,016
Liabilities
$0
Net assets
$304,016
Revenue
$12,007
Expenses
$146,876
Net income
-$134,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.01$0.15$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.02$0.18$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.28$0.19$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.20$0.56$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.16$0.35$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.03$0.43$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.50$0.49$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.06$2.31$0.34$0.52$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 5, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert HooverPresident-$12,000-$12,000
Tom TablerSec/Treasurer-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Carolan Research Institute
EIN
27-0944940
Phone
2103137907
Address
787 Mission Trl, New Braunfels, TX 78130

Signing Officer

Name
Tom Tabler
Title
Secretary/Treasurer
Signed
2026-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Dunagan Jack LLP
Address
4833 Spicewood Springs Rd Ste 102, Austin, TX 78759
Preparer
Gary Joseph Jack
Phone
5124208997
Raw XML Appendix245 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/NetInvestmentIncomeAmt00
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IRS990PF/FMVAssetsEOYAmt0304016
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0436550
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Fennel Story Insights LLC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert Hoover
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Tom Tabler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec/Treasurer
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Tom Tabler
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Researchers: As behavioral science continues to evolve via the expanded studies of human decision-making, it is important that researchers recognize what drives consumer actions and reactions in todays global marketplace. The Carolan Research Institute (CRI) has been established to further explore everyday consumer motivations within the framework of Dr. Geraldine Fennells writings as they evolve around the world.
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Researchers
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment advisor fees
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TaxesSchedule/TaxesDetail/Amt0212
TaxesSchedule/TaxesDetail/Amt11836
TaxesSchedule/TaxesDetail/CategoryTxt0Excise taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01744
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt092
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Tabler
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ReturnHeader/ReturnTs02026-02-05T07:31:16-08:00
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ReturnHeader/TaxPeriodEndDt02025-12-31
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