Civic Intelligence

Carol Irving Foundation

990PF • Fiscal year 2020 • EIN 32-0202032

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

Organization Profile
3461 Robin Lane 4Cameron Park, CA 95682

(530) 677-7100

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

26th percentile

-16%

Higher net margin than 26% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

41st percentile

-1.4%

Faster asset growth than 41% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

47%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$236,944

Down $3,483 (-1.4%) from 2019

Net Assets

Down

$236,944

Down $3,483 (-1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin26th percentile

Revenue

Up

$20,046

Up $6,442 (+47%) from 2019

Expenses

Up

$23,319

Up $12,045 (+107%) from 2019

Net Income

Down

-$3,273

Down $5,603 (-240%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0Assets 2015: $240,354Liabilities 2015: $0Net Assets 2015: $240,3542015Assets 2016: $222,717Liabilities 2016: $0Net Assets 2016: $222,7172016Assets 2017: $247,179Liabilities 2017: $0Net Assets 2017: $247,1792017Assets 2018: $238,375Liabilities 2018: $0Net Assets 2018: $238,3752018Assets 2019: $240,427Liabilities 2019: $0Net Assets 2019: $240,4272019Assets 2020: $236,944Liabilities 2020: $0Net Assets 2020: $236,9442020Assets 2021: $244,977Liabilities 2021: $0Net Assets 2021: $244,9772021Assets 2022: $243,783Liabilities 2022: $0Net Assets 2022: $243,7832022Assets 2023: $233,078Liabilities 2023: $0Net Assets 2023: $233,0782023Assets 2024: $226,586Liabilities 2024: $0Net Assets 2024: $226,5862024

Highlighted filing

2020

Assets$236,944
Liabilities$0
Net Assets$236,944
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

$30K$20K$10K$0-$10KRevenue 2015: $22,415Expenses 2015: $7,821Net Income 2015: $14,5942015Revenue 2016: $9,302Expenses 2016: $11,860Net Income 2016: -$2,5582016Revenue 2017: $21,728Expenses 2017: $12,795Net Income 2017: $8,9332017Revenue 2018: $6,947Expenses 2018: $11,914Net Income 2018: -$4,9672018Revenue 2019: $13,604Expenses 2019: $11,274Net Income 2019: $2,3302019Revenue 2020: $20,046Expenses 2020: $23,319Net Income 2020: -$3,2732020Revenue 2021: $24,696Expenses 2021: $16,413Net Income 2021: $8,2832021Revenue 2022: $10,416Expenses 2022: $11,285Net Income 2022: -$8692022Revenue 2023: $7,854Expenses 2023: $15,596Net Income 2023: -$7,7422023Revenue 2024: $6,368Expenses 2024: $12,005Net Income 2024: -$5,6372024

Highlighted filing

2020

Revenue$20,046
Expenses$23,319
Net Income-$3,273
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY FINENPresidentPT$0--
MICHAEL FINENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Carol Irving Foundation
EIN
32-0202032
Phone
5306777100
Address
3461 ROBIN LANE 4, CAMERON PARK, CA 95682

Signing Officer

Name
Wendy Finen
Title
President
Phone
5306777100
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Roberts & Company Inc
Address
3182 CEDAR RAVINE RD, PLACERVILLE, CA 95667
Preparer
Michael J Ocenosak
Phone
5306225445
Raw XML Appendix356 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3APPALACHIAN MOUNTAIN CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SAVE THE REDWOODS LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MARTIN MIDDLE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CREEKSIDE ELEMENTARY SCHOOL PTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8DREW UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9MISTWOOD EDUCATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0134 W 37TH ST FLOOR 11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12500 COUNTRY CLUB DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2106 K STREET SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3119 N DUKE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44245 NORTH FAIRFAX DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5111 SUTTER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61600 BOOK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7431 FORLINES RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt836 MADISON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 821
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt111TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMERON PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SACRAMENTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7WINTERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9BAYSIDE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195682
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3176022815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4222031606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd617602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd728590
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd807940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd995524
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021749
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/AppliedToCurrentYearAmt012617
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04841
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04291
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04291
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021749
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04291
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04291
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04841
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0210
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0324
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INVESTMENT REFUNDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0324
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0324
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY FINEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05306777100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROL IRVING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0320202032
ReturnHeader/Filer/PhoneNum05306777100
ReturnHeader/Filer/USAddress/AddressLine1Txt03461 ROBIN LANE 4
ReturnHeader/Filer/USAddress/CityNm0CAMERON PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095682
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942798193
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTS & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03182 CEDAR RAVINE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLACERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095667
ReturnHeader/PreparerPersonGrp/PhoneNum05306225445
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J OCENOSAK
ReturnHeader/ReturnTs02021-05-17T12:39:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WENDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FINEN
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
$236,944
Liabilities
$0
Net assets
$236,944
Revenue
$20,046
Expenses
$23,319
Net income
-$3,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.06$0.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.08$0.16$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.10$0.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.25$0.16$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.20$0.23$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.14$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.07$0.12$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.22$0.13$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.09$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.22$0.08$0.15