Civic Intelligence

Carter Family Foundation Inc.

990PF • Fiscal year 2020 • EIN 27-3451567

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
P O Box 350Plains, GA 31780

(229) 824-7137

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

94th percentile

91%

Faster asset growth than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

172%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,186,291

Up $564,121 (+91%) from 2019

Net Assets

Up

$1,186,291

Up $564,121 (+91%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Up

$639,725

Up $404,275 (+172%) from 2019

Expenses

Down

$75,606

Down $14,748 (-16%) from 2019

Net Income

Up

$564,119

Up $419,023 (+289%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $182,350Liabilities 2010: $0Net Assets 2010: $182,3502010Assets 2011: $220,360Liabilities 2011: $0Net Assets 2011: $220,3602011Assets 2012: $294,117Liabilities 2012: $0Net Assets 2012: $294,1172012Assets 2013: $283,597Liabilities 2013: $0Net Assets 2013: $283,5972013Assets 2014: $279,885Liabilities 2014: $0Net Assets 2014: $279,8852014Assets 2015: $274,031Liabilities 2015: $0Net Assets 2015: $274,0312015Assets 2016: $270,301Liabilities 2016: $0Net Assets 2016: $270,3012016Assets 2017: $260,629Liabilities 2017: $0Net Assets 2017: $260,6292017Assets 2018: $477,225Liabilities 2018: $0Net Assets 2018: $477,2252018Assets 2019: $622,170Liabilities 2019: $0Net Assets 2019: $622,1702019Assets 2020: $1,186,291Liabilities 2020: $0Net Assets 2020: $1,186,2912020Assets 2021: $1,340,740Liabilities 2021: $0Net Assets 2021: $1,340,7402021Assets 2022: $1,464,084Liabilities 2022: $0Net Assets 2022: $1,464,0842022Assets 2023: $1,740,016Liabilities 2023: $0Net Assets 2023: $1,740,0162023Assets 2024: $1,860,332Liabilities 2024: $0Net Assets 2024: $1,860,3332024

Highlighted filing

2020

Assets$1,186,291
Liabilities$0
Net Assets$1,186,291
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $11,6902010Expenses 2011: $15,6052011Expenses 2012: $19,8802012Revenue 2013: $12,176Expenses 2013: $22,762Net Income 2013: -$10,5862013Revenue 2014: $21,471Expenses 2014: $25,077Net Income 2014: -$3,6062014Revenue 2015: $21,823Expenses 2015: $27,491Net Income 2015: -$5,6682015Revenue 2016: $29,833Expenses 2016: $33,352Net Income 2016: -$3,5192016Revenue 2017: $22,843Expenses 2017: $32,402Net Income 2017: -$9,5592017Revenue 2018: $266,957Expenses 2018: $50,181Net Income 2018: $216,7762018Revenue 2019: $235,450Expenses 2019: $90,354Net Income 2019: $145,0962019Revenue 2020: $639,725Expenses 2020: $75,606Net Income 2020: $564,1192020Revenue 2021: $263,983Expenses 2021: $103,921Net Income 2021: $160,0622021Revenue 2022: $237,231Expenses 2022: $113,371Net Income 2022: $123,8602022Revenue 2023: $231,302Expenses 2023: $117,121Net Income 2023: $114,1812023Revenue 2024: $199,776Expenses 2024: $134,114Net Income 2024: $65,6622024

Highlighted filing

2020

Revenue$639,725
Expenses$75,606
Net Income$564,119
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E CARTER JRPresident-$0--
ROSALYNN S CARTERSecretary-$0--
POLLY MARTINTreasurer-$0--
JOHN W CARTERDirector-$0--
JAMES E CARTER 111Director-$0--
D JEFFREY CARTERDirector-$0--
AMY L CARTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carter Family Foundation Inc
EIN
27-3451567
Phone
2298247137
Address
P O BOX 350, PLAINS, GA 31780

Signing Officer

Name
Polly Martin
Title
Treasurer
Phone
2298247137
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Chambliss Sheppard Roland & Assoc Llp
Address
PO BOX 1224, AMERICUS, GA 31709-1224
Preparer
Donald R Roland
Phone
2299244456
Raw XML Appendix349 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/PersonNm4JAMES E CARTER 111
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0POLLY MARTIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 365
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0PO BOX 365
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PLAINS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd031780
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02298247137
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FRIENDS OF JIMMY CARTER NATIONAL HISTORIC SITE PARK UPKEEP 32798
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0CARTER PLAINS FOUNDATION LOW INCOME HOUSING REPAIRS 31409
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES E CARTER JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt032798
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131409
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PRESERVE HISTORIC SITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1LOW INCOME HOUSING REPAIRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF JC HISTORIC SITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CATER PLAINS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0SUPPORT OF NATIONAL PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0HWY 280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1HWY 280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PLAINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PLAINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd031780
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd131780
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064207
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/AppliedToCurrentYearAmt054631
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054631
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017611
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09919
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06392
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06392
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt092425
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014575
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043838
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017611
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06482
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09919
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt069206
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014575
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt098817
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt084242
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt024555
LandEtcSchedule2/LandEtcGrp/BookValueAmt040050
LandEtcSchedule2/LandEtcGrp/BookValueAmt15000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt064605
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt15000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MERRIL LYNCH FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REPAIRS & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0347
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11268
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt288
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02764
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02764
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1347
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21268
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt388
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt01424
TaxesSchedule/TaxesDetail/Amt1869
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES & LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01068
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1737
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0356
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1132
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0POLLY MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02298247137
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0273451567
ReturnHeader/Filer/PhoneNum02298247137
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 350
ReturnHeader/Filer/USAddress/CityNm0PLAINS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd031780
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581247517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHAMBLISS SHEPPARD ROLAND & ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1224
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMERICUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0317091224
ReturnHeader/PreparerPersonGrp/PhoneNum02299244456
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD R ROLAND
ReturnHeader/ReturnTs02021-11-15T08:15:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0POLLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,186,291
Liabilities
$0
Net assets
$1,186,291
Revenue
$639,725
Expenses
$75,606
Net income
$564,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.20$0.13$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.23$0.12$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.24$0.11$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.26$0.10$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.64$0.08$0.56
2019Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.24$0.09$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.27$0.05$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.02$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.02$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.02$0.03$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.01$0.02$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.01